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Conga Support

Projects Overview

The Projects feature is used to create an individual standalone project that can store one or more Company Profiles, Contract Profiles, and/or documents in a central location so that you can access and edit the profile information and files, allowing you to effectively complete the project. You can participate in a project whenever you are designated as a member of the project team. Whether you create individual projects or work as a member of a project team, you will be able to perform tasks, complete workflow (and flow) steps, access documents and additional forms, communicate with team members, and fill out scorecards to rate various aspects of the project.

Once a Company or Contract Profile has been added to a project, any changes made to the profile from within the project are automatically reflected in the individual Company or Contract Profile in Novatus. Additionally, a project can be accessed from the individual profiles of the companies and contracts stored in the project via the Projects link in the Company and Contract Profiles.

You can perform the following tasks related to your projects:

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