Implementation plan - Set up the first awarded project and the project directory

Set up your first awarded project by reviewing lead and project settings, adding the project, and building the project directory with clients, architects, and vendors.

Review and add a project

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 set up in Sage Construction Management must be an already awarded job.	View		Form
3	Add the architect and vendors to the project directory. The project directory is a short list of firms from the Contact Management module that includes the client, architect, your firm, and vendors involved in the project. By default, the Add Project Wizard automatically adds the client and your firm to the project directory.	View