# How to create a project

## Create a project

- [Create an account for the project](/content/how-to/create-a-project#create-an-account-for-the-project/index.html)
- [Create a new project](/content/how-to/create-a-project#create-a-new-project/index.html)
- [Project details](/content/how-to/create-a-project#project-details/index.html)
- [Project addresses](/content/how-to/create-a-project#project-addresses/index.html)
- [Update project](/content/how-to/create-a-project#update-project/index.html)
- [Edit project](/content/how-to/create-a-project#edit-project/index.html)
- [Project documents](/content/how-to/create-a-project#project-documents/index.html)
- [Mapping fields](/content/how-to/create-a-project#mapping-fields/index.html)
- [Contracts](/content/how-to/create-a-project#contracts/index.html)
- [Forms](/content/how-to/create-a-project#forms/index.html)
- [Information](/content/how-to/create-a-project#information/index.html)
- [Project approvers](/content/how-to/create-a-project#project-approvers/index.html)
- [Project recipients](/content/how-to/create-a-project#project-recipients/index.html)
- [Document approval chains](/content/how-to/create-a-project#document-approval-chains/index.html)

### 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](mailto: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!