Creating a Project on Contracts Connected: A Step-by-Step Video Guide

Dive into the project creation process on Contracts Connected with our detailed video guide, designed to walk you through each step of setting up a new project. This tutorial is your roadmap to efficiently launching projects, ensuring you have all the necessary details and workflows in place for successful project management.

Video Overview:

Our guide begins with navigating to the projects section and adding a new project. It covers the importance of accurately filling out project details, including company selection, primary contacts, task assignments, project descriptions, and locations. You'll learn how to customize your project setup further by adding new fields and including project owner information.

Key Steps for Project Creation:

• Initiating Project Setup: Accessing the 'Add New Project' button and entering all critical project information.
• Customizing Project Details: How to add additional fields and input project owner information for comprehensive project documentation.
• Navigating Through Setup Stages: Sequentially moving through team management, scope workflow, contract workflow, and document management.
• Team Management: Assigning primary contacts and adding team members to the project for optimal collaboration.
• Scope and Contract Workflows: Defining roles for scope creation and approval, as well as determining responsibilities for contract issuance and management.
• Document Management: Selecting the necessary documents for project initiation and ongoing management, including primary contract packages and monthly recurring documents. Customization options for project-specific requirements are also explored.

Why Proper Setup Matters:

A thorough project setup ensures:

• All relevant team members are aligned and have access to necessary information.
• The scope and contract workflows are clearly defined, preventing bottlenecks and ensuring smooth progress.
• Essential documents are prepared and organized, ready for immediate use and future reference.

Conclusion:

By following the steps outlined in this video, you'll be equipped to create and manage your projects more effectively on Contracts Connected. The guide ensures that you start on the right foot, with a well-structured project that facilitates communication, collaboration, and document management.

Explore the video now to master project creation and set the stage for successful project execution and management.