Use the Key Parties page of the Add Project Dialog Box to enter the key contacts for the project:

Your Company

The key contact for the project or template. Contract Management automatically defaults to this company when creating documents. Click Select Your Company to open the Select Company dialog box to choose the key company. This field is required.

Company Role

Select the role of your company in carrying out the project.

Owner

Click Select Owner to open the Select Company dialog box to choose the owner of the property for this project.

General Contractor

The general contractor for the project or template.

Engineer of Record

Click Select Engineer of Record to open the Select Company dialog box to choose the leading project architect or engineer. This is a required field.

Project Manager

Click Select Project Manager to open the Select Contact dialog box to specify the contact and company managing this project.

Submittal Coordinator

Click Select Submittal Coordinator to open the Select Contact dialog box to specify the contact and company that is to receive and review submittals for this project. This is a required field.

How to access this dialog box:

1. From the Project View, right-click on the top-level folder (All Projects) and select New Project.
2. In the Add Project Dialog Box, click the Key Parties tab.

   Note: You will need to enter a Project Name and Title before clicking this tab.

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