Time to get organized! Connie gives you two tools to structure your contracts: “Project Categories” and “Projects”. Think of "Project Categories" as big folders (like 1st Semester or Productions). Inside each folder, you can create specific "Projects" (like Documentary Short Film). You can create new project categories and new projects whenever you need them.
Create a new project category:
Enter the “Projects” tab on the left sidebar and select the “Project Categories” tab on the upper side of the page. To create a new project category, click on “Add Project Category” and insert a project category name and description. Click “Save” to create the new category. Now you can create new projects within this category.
Create a new Project
You are still in the “Projects” tab on the upper side of the page and click on “Create New Project”. Now enter a “Project Name”, select a “Project Category”, and write a short “Project Description”. Then you have the option to chose a “Starting and End Date” for your project and if needed you can also enter a “Project Reference” (e.g. internal project number). In a next step you can clarify who is the default issuer. The “Issuing Company” is your school or university and the “Default Issuer” is you, if there are no specific regulations from your school/university on that.
In a last step you have to manage the “Project Permissions”. This means, who will be able to access this project. If you are working alone on the project then make it “Private to You”. In case you are working in a team chose “Full Team Access”. Then you can later on add people to your team, who can also access and manage contracts within this project. Click “Create Project” and you have successfully created your first project.