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Create a project in Catina

Summary

Learn how to create a new project in Catina. This article walks through entering key project details and saving the project. Creating a project is the first step before adding documents, and entering complete information helps reduce manual entry later.
 

Key steps:

 

  1. Log in to Catina.

  2. Select the Projects tab.

  3. Click New Project.

  4. Enter your project information.

  5. Complete as many fields as possible to save time when creating documents later.

  6. Click Create.



 You will be taken to the Project page, where you can:

  • Create and manage documents

  • Add project manuals

  • Manage project team members

  • View project information

  • Review project activity

  • Create a New AIA Document

  • Upload Files

      1. FAQs

      Q: Do I need to create a project before uploading a document in Catina?
      A: Yes. All documents must be associated with a project before they can be created or finalized.

      Q: Where do I go to start a new project in Catina?
      A: Click the Projects tab, then select New Project to begin entering your project details.

      Q: What information is required to create a project?
      A: You'll need to enter basic project details such as project name and location. Filling in as much information as possible can save time later when creating documents.

      Q: Can I edit project details after the project is created?
      A: Yes, you can return to your project page and update details as needed.

      Q: What happens after I create the project?
      A: You’ll be taken to the Project page, where you can add documents and manage other project-related actions