How to create a project

Create a project

• Create an account for the project
• Create a new project
• Project details
• Project addresses
• Update project
• Edit project
• Project documents
• Mapping fields
• Contracts
• Forms
• Information
• Project approvers
• Project recipients
• Document approval chains

Create an account for the project

• You can use your own individual account, but you might want to set up a new account for each project to manage the data for that project

Create a new project

• In 'My dashboard' click the ⊕'plus' icon to add a new project

Project details

• Project type and budget give crew members some indication in order to manage their expectations
• Your project may have a codename for secrecy purposes. If not, just enter the project name in both fields

Project addresses

• Company name is the Registered Company to be used to produce the project
• Operating base is the Production base of the project, when known

Update project

• Click 'Update project' at the bottom of the page at any time.
• The essential fields required to create a project will be marked in red 'Response Required'

Edit project

• You can update details for your project at any time
• From 'My dashboard' click on the project 'tile'
• You are now within that project. Any offers belonging to that project will show below this tile
• Click on the project tile again
• Click on 'Edit project' in the top right corner
• You can now change any project details, and click update

Project documents

• Scroll down within your project for the ability to upload project documents
• Contracts- any legal or financial agreement: start form contract of employment, allowance agreement (box rental, equipment, vehicle)
• Forms- other documents you require all crew members to read and agree to, e.g. an NDA or Health & Safety Policy
• Information- any other info you need to convey to everybody, e.g. directions to the studio or Production/Accounts Policies

IMPORTANT

Mapping fields

Prior to uploading any project documents, you must send those document templates to us here at engine ( info@teamengine.co.uk) so we can map the fields - i.e. make all the right information appear in the right places on your custom documents (whether Contracts, Forms or Information - anything you want to merge information to)

Contracts

• Dependent on the department and job title chosen, each 'offer' sent to a crew member will pick up only the applicable contract template that you set here
• Set 'Category' to Contracts
• Pick a contract type
  • All contract variations are available
  • Reminder- also in here are 'Start Form, Box rental, Equipment rental etc' as they are financial agreements

Forms

• Set 'Category' to Forms
  • These are the 'other forms' you want all crew to sign (NDA, Company policies etc)
  • Everyone sent an offer will also receive these forms

Information

• Set 'Category' to Information
  • This is general information you want to inform everyone of (Studio directions, Security procedures etc)

Project approvers

• In order to have approval chains on the documents you've just added, you must first add approvers to the project
• This is the typical project personnel: Production Manager, Accountant, Producer, Production Executive
• Select Approver in the 'Approver type' dropdown

Project recipients

• As well as approvers (signers) in a chain, you can also add Recipients, i.e. people to receive the finalized documents for processing

Document approval chains

• Each document might have its unique approval chain - approvers and/or order
• Select 'Approval chain' below each document
• Add the approvers in the order in which you need them to approve that particular document

Having created your project you can now invite people to connect to it!