Creating Project Participants for Owners
To add Above the Line (ATL) project participants to a project:
- Navigate to the Create Project Participants Page
- The Create Project Participants page automatically displays when the Create Project dialog box is saved.
- After a project is set up, select Edit Owner's Participants under the Project Setup menu at the top of any page.
- 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.
- From the General Contractor section, choose Select Company, and from the Browse Organizations page, select a project owner company.
- 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.
- 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.
- 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.
Last Published Wednesday, July 10, 2024