Set up the first awarded project and the project directory

Step Task description Help topic Training video Application form
1 Review the lead and project classifications in Settings > Feature Settings > Lead/Project. View View Form
2 Add a project.
The first project setup in Sage Construction Management must be an already awarded job.
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3 Add the architect and vendors to the project directory.
The project directory is essentially a short list of firms from the contact management module that includes the client, architect, your firm, and vendors involved on the project.

By default, the Add Project Wizard will automatically add the client and your firm to the project directory.

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