📌 Applies to:
TrustLayer users managing projects and related compliance activities.
📌 Issue/Question:
How do I create and configure a new project in TrustLayer, including project attributes and tying documents or parties to it?
1. Quick Answer
✔️ You can create a new project in TrustLayer by navigating to Projects, clicking the "New Project" button, entering required details, and saving your project for further configuration.
2. Step-by-Step Instructions
1️⃣ Step 1: Navigate to Projects
On the left sidebar, click "Projects" to open the projects section.
2️⃣ Step 2: Create a New Project
Click the blue "New Project" button to start a new project.
3️⃣ Step 3: Complete Project Details
Enter the project name (e.g., "United States Concert Tour").
Fill in any required project attributes, such as "Additional Insured" or "Project Manager" (these are set up in project attributes/custom fields).
4️⃣ Step 4: Save the Project
Click "Save" to create your project. The new project will appear in your project list.
5️⃣ Step 5: Configure Project Information
Click on the project name to view and edit details such as description, start and end dates, and attributes.
Add attachments or supporting documents tied specifically to this project.
Review any compliance profiles or requirements linked to the project.
6️⃣ Step 6: Adding Parties to a Project
To associate parties (like vendors or contractors) with the project, initiate a new request to add a party to the project (covered in a separate article).
3. Troubleshooting & FAQs
💡 Common Issue 1:
Required project attribute fields are missing or not available.
→ Solution: Make sure project attributes/custom fields are set up under project attributes in settings. Only configured required fields will be shown when creating a project.
💡 Common Issue 2:
Cannot add parties directly to a project.
→ Solution: Parties must be added to a project through a request process found in the project details. Refer to the related article on adding parties to projects.
💡 Common Issue 3:
Need to attach documents or edit project details after creation.
→ Solution: Open the project and use the appropriate tabs to edit information or upload attachments as needed.
4. Additional Resources
📚 Related Articles:
How to Add Parties to a Project in TrustLayer
Managing Project Attributes
Uploading and Managing Project Documents
💬 Still Need Help?
Contact your TrustLayer administrator, reach out to TrustLayer Support at [email protected], or use the in-app chatbot for further assistance.