Creating projects

Overview

Projects are the foundation of Lien Waiver Management. Every lien waiver, payable, and payment you create will be tied back to a project. In this lesson, we’ll show you the three ways to create projects in Lien Waiver Management and when to use each.

By the end of this lesson, you’ll be able to:

• Create projects in Lien Waiver Management using two different methods.

• Understand best practices for setting up projects to streamline waivers and payments.

Method 1: One-Off Project Creation (Projects Screen)

Description

Creating a New Project: Follow the steps to set up a new project and specify key details for easy lien waiver tracking.

1. Navigate to the Projects tab in the top menu bar.

   

2. Click + New Project.

   

3. Complete the fields:

   • Project Name (required)

     

   • Project Settings Template (optional)

   • Project ID (optional)

     

   • Start Date & Completion Date (optional)

     

   • Street Address (required)

     

   • City (required)

   • State (required)

   • Zip (required)

   • Select the Owner of the project (or add a new one)

   • Select your Internal Project Lead (required, or add new)

4. Click Create Project.

   

Note:

Best Practice: Use a Project Settings Template to predefine lien waiver requirements for each payable and configure approvals for Built Payments. You can add a template later if you don’t have one yet.

Method 2: Quick Project Creation During One-Off Payable

Description

Quick Project Creation During One-Off Payable: Learn how to add a new project via the Add Payable feature.

1. Click the Payables tab in the top menu.

2. Click Add Payable box.

   

3. Click + Add Manually box.

   

4. Click the Projects box.

   

5. Click Add New.

   

6. Complete the fields:

   • Project Name (required)

     

   • Project Settings Template (optional)

   • Project ID (optional)

     

   • Start Date & Completion Date (optional)

     

   • Street Address (required)

     

   • City (required)

   • State (required)

   • Zip (required)

   • Select the Owner of the project (or add a new one)

     

   • Select your Internal Project Lead (required, or add new)

7. Save and continue creating your payable.

   

Note:

Best Practice: Quick creation is ideal while setting up an one-off payable. Project templates help auto-create lien waivers per payable and set approvals for Built Payments. To set up your Project’s template, navigate to your project’s settings.