Creating Project Participants for Owners

To add Above the Line (ATL) project participants to a project:

  1. Navigate to the Create Project Participants Page
  2. From the Create Project Participants page, complete the required fields marked with a red asterisks:
    • (Optional) Title Company section: Choose Select Company, and from the Browse Organizations page, select a title company.
    • General Contractor Section: This is a required section. You cannot participate on a project without a General Contractor.
      1. From the General Contractor section, choose Select Company, and from the Browse Organizations page, select a project owner company.
      2. From the Select Users to Notify section, select the users you want to receive an email notification. A notification email is sent to all the selected users with an action to confirm their participation, and then proceed with project setup tasks.
      3. Enter any optional comments.
    • (Optional) Project Architect section: Choose Select Architect for on-system architect. From the Browse Organizations page, select an architect. For off system architects, enter the architect name and address.
    • (Optional) Supervisory Organization section: Choose Add Supervisory Organization, and from the Browse Organizations page, select an organization.
  3. Select Update Project.
    • The General Contractor receives an Accept Participation email.
    • If you are editing the Owner's participants, a Status page confirms the changes have been saved.