Creating a Project
To create a new Project click the + Add New button in the upper right of the Projects area.
When creating a Project, you can optionally also create a Room for the Project by selecting Create a Project Room.
Add the Project Name and then click Save & Continue to save the Project.
The Project will now be displayed in the grid in the Projects area and available for assigning items to it. Please see Assigning Items to a Project for more information on how Capital Calls, VeriPays, and Invoices can be assigned to a Project.
Creating a Project Room
Once a Project is created, a Room can be created and assigned to the Project by clicking the Create Project link for a Project. This allows for the sharing of Project-specific information and documents with LPs, investors, and stakeholders. Please see Company Room vs. Project Room for more information about creating Project-based Rooms and Creating & Managing Rooms for more information about adding and managing Rooms.
Viewing Items Assigned to a Project
The count of Items (Capital Calls, VeriPays, Invoices) assigned to a Project will be displayed in the grid in the Projects area.
Clicking the row for a specific Project will display the details of all Items assigned to that project, which can be viewed and accessed from the respective tabs for Invoices, VeriPays, Capital Calls, and Room. Items assigned to the Project can be viewed by clicking on the row for a specific Item in the display grid. New Items can be added to the Project by clicking the + Add New button from the respective tab within the Project.
Removing a Project
Projects that are no longer needed can be removed from the display grid in the Projects area by clicking the Remove Project link for the Project. This will not completely remove the Project from the system and the Project will still be accessible by clicking the View Deleted Items link in the Projects area. Deleted Projects can be restored to active by clicking the Restore Project link for a Project, which will move it back to the display grid in the Projects area.
Note: Removing a Project will keep all Items (Capital Calls, VeriPays, Invoices) active and accessible to the recipient(s) but will remove the ability for Members of that Room to view the Project-based Room in their Verivend account(s). Restoring a Project will restore the ability for Members of that Room to view the Project-based Room in their Verivend account(s).