Creating a Project

SafetyPlan.io organises your work into projects. Think of a project as a folder for an event, tour, show or build. Each project can hold one or more safety plans. A festival might have a construction phase plan, an event management plan and a fire safety plan, all in the same project.

You set up a project and its first safety plan together, on one page.

Step 1: Start a new project

Open your team from the Dashboard and click + Create New Project (top right). If the team has no projects yet, you can also click create one now.

Team dashboard with the Create New Project button

Step 2: Fill in the project overview

The Overview section of the New Project form

Project Name: for example "Summer Festival 2027".
Reference: your own job or reference number (optional).
Client: who the work is for.
Venue, City and Country (City and Country are optional).
Project open date: the date the event or project opens.

These details help you search for the project later and appear on your exported plan, so it's worth filling them in.

Step 3: Create your first safety plan

Scroll down to Create your first safety plan.

The Create your first safety plan section

Give your plan a name: for example "Event Safety Plan" or "Construction Phase Plan".
Would you like to add collaborators? Choose Yes to give other team members access to this plan. See Team Collaboration.
Would you like to use the Risk Matrix for this Safety Plan? Choose Yes to score your risk assessments with likelihood × severity ratings.
Would you like to start this Safety Plan? Choose how to start (see below).

Step 4: Choose how to start the plan

Blank

Starts an empty plan, ready for you to add your own sections, risk assessments and supporting documents.

Copy from Existing Safety Plan

Reuses a plan you've already written. Search for it or pick it from the list.

Copy from Existing Safety Plan selected, with the list of plans to copy from

Start from Template Safety Plan

Builds the plan from one of your team's templates. Search for a template or pick it from the list.

Start from Template Safety Plan selected, showing the template list, copy options and Create Project button

For both copy and template, use Would you like to copy? to choose what to bring across: Safety Plan Sections, Risk Assessments and/or Supporting Documents.

Important: Anything you copy is marked as needing review. Check every copied section and risk assessment against the new event before you export the plan.

Step 5: Create the project

Click Create Project. Click Cancel to leave without saving.