Create a Project
The AIA Contract Documents online service is project-centric, which
means information and documents are created and stored by project.
When you create a project, you will need to provide certain project
information, such as the project description and party names. This
information is stored and automatically entered into all the
documents you create for the project.
All documents and imported files associated with a project are listed
at the bottom of the Project Data screen. You can create subfolders to
further organize your project documents.
Creating a Project from the Projects Tab
If you know the project data, start here. You can add data later and
use the sync feature as needed (please refer to Quick Tip 2 for more
information on project sync).
Click the Projects tab. A list of your projects is displayed. The first project in the list is
automatically selected and its information is displayed in the Project Detail window.
Click the Create a New Project button at the top of the Projects list. The Project Detail
dialog is displayed with blank spaces into which you can enter the project name and
relevant general information.
When finished, click the Save Project button. A message will appear stating that the project
was saved successfully.
Creating a Project from a Document
If you decide to immediately create a document rather than enter project data, a new project can be
created using data provided within a document. Follow these steps if you want to select the first
document in a project and create the project at the same time.
Select the Template Library tab.
In the Template Library, locate the desired template and click its name to display it in the
From the Online Editor menu, select Save to save the template to your project folder or
Save As to specify a different project or folder.
In the Save Document As dialog, click the New Project button.
In the Create New Project dialog, type the project name and click the Save Project link.
Your project appears in the list of projects. Click OK to close the Save Document As dialog.
Click the Close Window link to close the Forms Editor.
Select the Projects tab to display the Project Detail dialog. If the Project Detail dialog is
collapsed, click the View Project Data link to reveal it.
Enter the general project information and click Save when finished.
Quick Tip 1
You need to enter the following basic
information when you create a project:
Project Location Project
Type of Contract
Contract Cost Structure
Original Contract Sum