Direct Project

Know who you want to work with? Click "Create a project" on your dashboard to get started. You will enter the Project Settings page. 

Step 1: Fill in the overview information which includes critical information like project name, description, budget, and timelines. Select Apply to save the information; if you need to edit the project overview, you can return via the Edit button at any time.

 

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Step 2: Classify the project according to business function, industry, and geography. 

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Step 3: Set the parameters of the project, including start date, end date, billing type, and engagement model. Click Apply to save the information; if you need to edit these parameters you can return via the Edit button at any time. 

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Step 4: Identify Scope of Work. Attach any project documentation that the service provider will require to be successful. Outline any business requirements necessary. Delineate any service order items required (deliverable, milestone, resource, service) and assign monetary value tied to each item as appropriate. 

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When you have completed these steps, click Publish to tie the project to you and your selected service provider. 

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