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Set Up Your Free Project

Step-by-step guide to setting up your first project using the guided Homepage experience in Mastt

When you sign up to Mastt, you'll land on the Home page where three guided setup steps walk you through adding a budget, a contract, and a payment. Your onboarding progress tracks automatically as you complete each step.

Before You Start

  • You need a Mastt account.
  • The Home page also includes learning resources, AI tools, and an option to book a walkthrough with a Mastt specialist for personalized help.

Adding a Budget

  1. Click Start now on the Budget card.
  2. Click the + Add Budget button and fill in the details on the form.
  3. Click Save.

For detailed budget configuration options, see our help article on How to Create Budgets and Sub Budgets.

Adding a Contract

  1. Click Start now on the Contract card.
  2. Click + Add Contract and complete the form with your contract details. You can upload a contract PDF to use AI Upload, which automatically extracts contract details, or enter them manually.
  3. Click Save.

For detailed instructions, see our help article on How to Create a Contract.

Recording a Payment

  1. Click Start now on the Payment card.
  2. Click + Add Payment and complete the form with your payment details. You can upload an invoice or progress claim PDF to use AI Pre-fill, which automatically extracts payment details, or enter them manually.
  3. Click Save.

For detailed instructions, see our help article on How to Add Payments.

Explore the Home Page

The Home page includes additional resources available at any time during onboarding:

  • Build a Dashboard with AI — create your first dashboard using Mastt AI
  • Learning resources — short videos and guides covering budgets, contracts, variations, and payments
  • Book a walkthrough — schedule a session with a Mastt specialist for personalized help

Once all three steps are complete, the Home page transitions to the standard home view. Click your project tile to access the Cost, Schedule, Risk, and Dashboard modules.

Troubleshooting & FAQs

Q: Why hasn't my onboarding progress updated?

Make sure you click Save after entering your details in each step.

Q: Can I skip a setup step and come back to it later?

The steps are designed to be completed in order — budget, then contract, then payment.

Q: Where do I manage my budgets and contracts after onboarding?

Navigate to the Cost module from the main menu.

Need Help?

Contact Mastt Support for additional assistance with project setup and onboarding.