Creating Projects
How to create and configure pentest engagement projects in Vulnsy, including setting types, dates, and assigning team members.
Creating a New Project
Select a Client
Navigate to the Projects section and click New Project. Choose the client this engagement belongs to. If the client does not exist yet, you will need to create the client first.
Set Project Details
Fill in the core project fields:
- Name — a clear, descriptive name for the engagement (e.g., "Q1 2026 External Infrastructure Assessment")
- Description — summarize the scope and objectives
- Type — select the assessment category:
web_app,infrastructure,mobile,cloud,api, oriot
Set Engagement Dates
Define the Start Date and End Date for the testing window. These dates are used in report exports via {project.start_date} and {project.end_date} template tags.
Assign Operators
Add team members (consultants) who will work on this engagement. Operators assigned to a project can access its reports and findings.
Save the Project
Click Save to create the project. You can now begin adding reports and findings.
Editing a Project
Open a project from the Projects list to modify any of its details. You can update the name, description, type, dates, or team assignments at any time.
Changing the project type or dates will be reflected in future report exports. Previously exported DOCX files are not affected.
Project Data in Reports
Project information is available in DOCX exports through template tags:
| Tag | Output |
|---|---|
{project.name} | Project name |
{project.description} | Project description |
{project.type} | Assessment type |
{project.start_date} | Engagement start date |
{project.end_date} | Engagement end date |
These tags are replaced automatically during export, so your report templates stay reusable across engagements.
Managing Team Assignments
Operators are the consultants assigned to a project. When you assign an operator:
- They gain access to all reports and findings within the project
- Their details can be included in report exports via operator template tags
- You can add or remove operators at any point during the engagement
See the Template Tags Reference for the full list of project and operator tags.