Adding Project Participants
The Create Project Participants page is displayed after you have added and saved a project.
To add Above the Line (ATL) project participants:
- Navigate to the Create Project Participants Page
The Create Project Participants page automatically displays when the Add Project dialog box is saved.
- From the Create Project Participants page, complete the required fields marked with a red asterisks.
- Title Company section: Optional. Choose Select Company, and from the Browse Organisations page, select a title company.
- Project Owner section: To add an on-system owner, choose Select Owner, and from the Browse Organisations page, select a project owner company. If an on-system Owner created the project, the Project Owner section will already include Owner information. you cannot edit this data. To add off-system owner, Enter the Owner Name and address information.
Note: An off-system Owner's information displays on the payment application, but the Owner does not have an active role on the system.
- Project Architect section: Optional. Choose Select Architect for on-system architect. From the Browse Organisations page, select an architect. For off system architects, enter the architect name and address.
- Supervisory Organisation section: Optional. Choose Add Supervisory Organisation, and from the Browse Organisations page, select an organisation.
- Select Update Project.
If you are setting up a project, the Project Settings page appears.
If you are editing the Owner's participants, a Status page confirms the changes have been saved.
Tips
- If you need the Owner on system but cannot find the Owner, use the Invite Organisation page .See Invite Organisation.
- If you need the Architect on system but cannot find the Architect, use the Invite Organisations page.
Last Published Wednesday, July 10, 2024