The initial steps of setting up a new project.
These steps apply only if you are not using an integration with
Trimble
Pay, and are creating a project manually.
Important: If you are using an integration, you can import your project. To get started, select Integrations from the left-hand sidebar.
- From the Dashboard, select the Active Projects tab.
- Select Start project +.
The New Project window opens. Required fields are indicated.
- Complete all required fields. If a field value doesn't apply, enter N/A.
These are the values which Trimble
Pay uses to populate your documents.
- If you want to enforce this project's requirements beyond just the subcontractors with whom you have contracts, select Track lower tier subcontractors & suppliers.
Inside the contract, the Lower Tiers tab becomes enabled. Subcontractors will be prompted to report on lower tier subcontractors and suppliers as part of their billing process.
- Select Create project.
The project appears in your list of active projects.To add a contract to this project, see Create a Subcontract.