Adding or Creating A Project

✔️ You can assign compliance profiles to parties within a project drawer by selecting specific compliance requirements for each party, allowing different requirements per project.

1️⃣ Step 1: Create a New Project – Click the blue "New Project" button, enter project details such as name (e.g., Wonder Wharf Concert), and project start and end dates.

2️⃣ Step 2: Assign Parties to the Project – Use the party assignment section to add vendors or other participants (e.g., Bob as a food vendor). Select from the list of available parties.

3️⃣ Step 3: Assign Compliance Profiles to Parties – For each party assigned, set a specific compliance profile. You can assign different compliance levels (e.g., higher risk or minimum compliance) that apply specifically to the project.

4️⃣ Step 4: Attach Documents to the Project – Use the attachment section to upload any necessary files like project guidelines or contracts for the project.

5️⃣ Step 5: Finalize the Project – Click "Create Project" once all parties and documents are assigned. The project will now appear in your project list with assigned parties and compliance profiles.

6️⃣ Step 6: Manage Project Details – Click into the project to view party details, compliance profiles, and related documents. You can also adjust party assignments and compliance profiles if needed.

💡 Common Issue 1: I accidentally assigned the wrong compliance profile to a party. → Solution: Go to the project drawer, select the cog next to project name, and change the compliance profile specifically for that party on that project.

💡 Common Issue 2: I don’t see all of my parties, I am stuck in the project drawer. Navigate to the top of the page where the project name is selected. Click on the name and select the workspace name to regain all parties.

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