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Create a Project with Multi-Party Project Assignment

This guide explains how to create a new project using a template that includes the Multi-Party Project Assignment (MPPA) stage. This setup enables automatic participant selection based on form inputs, facilitating collaboration across multiple departments or teams.

When to Create a New Project with MPPA​

You should Create a New Project with MPPA when:

  • The project requires input or approvals from multiple departments or external groups.
  • Assignments should be driven by values selected in a previous form.
  • You are using a template that includes a configured MPPA stage.

To Create a New Project with MPPA​

  1. Go to the Projects tab from the sidebar.
  2. Click the + Add Project button in the top-right corner.
    Create a Project with Multi-Party Project Assignment
  3. Enter the Project Name.
    Note
    Give your project the specific name using the nomenclature determined by your organization. For example, Non-IT RFO CMAS: Training Materials
  4. Assign a Project Number according to your internal numbering system.
  5. Select a Project Template that includes the MPPA stage.
  6. (Optional): Add a Description or Purpose to help collaborators understand the project scope.
  7. Choose Project Member Management:
    • Global Project Members: This management allows you to assign collaborators across all stages of the project to their roles at once.
    • Global and Stage‑Based Members: This management allows collaborators to be assigned to stages individually with a variation in roles in each stage (If applicable).
  8. Select a project owner.
    Note
    By default, the project creator is assigned as the owner. You can change this if needed.
  9. Click Save to create the project.
    Create a Project with Multi-Party Project Assignment 2
Reminder
Ensure the selected template includes the MPPA stage and that it has been configured correctly.

See Also​

To complement your knowledge of this process, check the following pages: