We Run Our Business on Referrals

Fresh Projects is a UK-based software platform designed for architects, engineers, and other built-environment professionals to manage financial aspects of their projects. It helps teams track fees, timesheets, expenses, billing, and overall profitability to keep projects on budget and profitable. The platform also centralises project data, streamlines administrative tasks, and offers mobile app support for easy access and updates.

1a Colinette Road

London

SW15 6QG

We Run Our Business on Referrals

1a Colinette Road

London

SW15 6QG

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Solutions

Product

Resources

Pricing

About Us

Speak with our team

Automate project setup across Microsoft 365

Use Fresh Projects project data to trigger workflows such as creating SharePoint or OneDrive folders when a new project is opened.

Document Management

Productivity

Turn a new project into a ready-to-use workspace

When a new project is created in Fresh Projects, Microsoft Power Automate can trigger the next steps across your Microsoft environment.

Create a consistent SharePoint or OneDrive folder structure, route it to the appropriate location and use Fresh Projects project information to determine how the workspace should be organised.

This reduces manual setup and helps every project begin with the same agreed filing structure.

Use Fresh Projects as the central source of project information, then let Microsoft Power Automate trigger the next steps across your Microsoft environment.

Note: SharePoint and Microsoft 365 environments can vary significantly between organisations. The scope, implementation requirements and any associated costs will depend on your existing sites, folder structures, permissions and project rules.

When a new project is created in Fresh Projects, Microsoft Power Automate can trigger the next steps across your Microsoft environment.

Create a consistent SharePoint or OneDrive folder structure, route it to the appropriate location and use Fresh Projects project information to determine how the workspace should be organised.

This reduces manual setup and helps every project begin with the same agreed filing structure.

Use Fresh Projects as the central source of project information, then let Microsoft Power Automate trigger the next steps across your Microsoft environment.

Create a consistent workspace for every project

Use Fresh Projects as the starting point for repeatable Microsoft workflows that reduce setup work and improve document organisation.

Standardise project setup

Automatically create an agreed folder structure when a new project is opened, helping every team begin with the same organised workspace.

Send projects to the right location

Use Fresh Projects project information to route folders to the appropriate SharePoint site or OneDrive location.

Apply permissions consistently

Configure workflows that use project metadata to help apply the appropriate access and permissions for each project workspace.

Build a workflow around your project setup

Microsoft environments and filing structures differ between practices, so the workflow is configured around the way your business organises its projects.

Discuss your requirements

Speak to the Fresh Projects team about the Microsoft tools you use, your existing folder structure and what should happen when a project is created.

Map your project rules

Define the project information, templates, SharePoint sites, folder structures and permissions that should determine where each workspace is created.

Configure the workflow

Your Microsoft workflow is configured to use the relevant Fresh Projects project information and carry out the agreed actions.

Test and go live

Test the workflow using representative projects, confirm that folders and permissions are created correctly and then activate it for future projects.

Microsoft Power Automate

Use Fresh Projects project data to trigger workflows such as creating SharePoint or OneDrive folders when a new project is opened.

Fresh Projects API

Securely connect Fresh Projects data to Power BI, data warehouses and custom reporting tools through our maintained API.

Xero Payroll

Manage leave requests and approvals in Fresh Projects, then automatically send approved leave to Xero Payroll.

Xero

Send invoices, bills and expenses to Xero, then bring accounting transactions back into Fresh Projects to keep project financials current.

QuickBooks

Link your Fresh Projects and QuickBooks accounts and transfer invoices and expenses to or from* QuickBooks with a single click.

Sage

Link your Fresh Projects account with Sage Business Cloud Accounting to transfer invoices and expenses with a single click. If you’re using a different Sage product, speak to our team to confirm compatibility.

MYOB

Link your Fresh Projects and MYOB accounts and transfer invoices and expenses to MYOB with a single click.

Zapier

Send selected Fresh Projects updates into Zapier to automate actions in the apps your practice already uses, from creating CRM records and project folders to triggering notifications and calendar events.

Calendar

Bring personal tasks, personal leave and company leave from Fresh Projects into Outlook, Google Calendar or your preferred iCal-compatible calendar.

We Run Our Business on Referrals

1a Colinette Road

London

SW15 6QG

We Run Our Business on Referrals

About

Product

Resources

Legal

We Run Our Business on Referrals

About

Product

Resources

Legal

Turn a new project into a ready-to-use workspace

Turn a new project into a ready-to-use workspace

Turn a new project into a ready-to-use workspace

Create a consistent workspace for every project

Create a consistent workspace for every project

Create a consistent workspace for every project

Build a workflow around your project setup

Build a workflow around your project setup

Build a workflow around your project setup

Discuss your requirements

Discuss your requirements

Map your project rules

Map your project rules

Configure the workflow

Configure the workflow

Test and go live

Test and go live

Microsoft Power Automate

Microsoft Power Automate

Fresh Projects API

Fresh Projects API

Xero Payroll

Xero Payroll

Xero

Xero

QuickBooks

QuickBooks

Sage

Sage

MYOB

MYOB

Zapier

Zapier

Calendar

Calendar

We Run Our Business on Referrals

About

Product

Resources

Legal