Using the Project Team Feature in Catina. The Project Team feature in Catina allows you to add and manage team members, assign roles, select organizations and contacts, and control project access. Use the Project Team tab to add users, define their responsibilities, and edit or remove members as needed.
Catina: Managing the Project Team
Accessing the Project Team
- Open a project.
2. Click the Project Team tab in the left-side navigation.
Adding a Team Member
- Click + Add Team Member.
2. Enter the user's email address.
3. Select a Role
4. Select the Organization
5. Select the Representative Contact
6. Select Create
7. To add a brand-new contact select Add New Contact
8. Select Add Team Member to add additional Project Team Members
Managing Roles & Permissions
- Click the 3-dot menu to View Details, Edit or Delete a team member from the project.
How the Project Team Works
In Catina, the Project Team prompt typically appears when you initiate or work with multi-party AIA documents especially those that require clear identification of involved parties (like Architect, Owner, and Contractor). These documents rely on the Project Team setup to prefill roles and streamline document creation.
Not all documents currently auto-populate the Owner, Contractor, and Architect fields from the Project Team
Common documents that will prompt you to configure the Project Team include:
- A101 – Standard Owner/Contractor Agreement
- A133 – Agreement with CMc
- B101 – Standard Owner/Architect Agreement
- G701 – Change Order
- G702/G703 – Payment Application forms
- G802 – Amendment to the Professional Services Agreement
These documents require data from the Owner, Architect, and/or Contractor fields, which are populated using the Project Team assignments. If the team isn't already defined, Catina will prompt you to complete it before proceeding.
There are times when Catina will require you to manually select team members using the dropdowns. However, as long as that project team is filled in with the role for that document then it should populate. If it is not filled in, then you can add the project team at any time.
FAQs
1. How do I add someone to the project team?
Go to the Project Team tab within your project, click + Add Team Member, then enter their email, assign a role, select an organization and contact, and click Create.
2. What roles can I assign to project team members?
Roles vary by project setup but typically include Admin, Collaborator, or Viewer. Each role has different access levels and permissions within the project.
3. Can I remove someone from the project team?
Yes. Click the 3-dot menu next to their name in the Project Team tab, then select Delete to remove them from the project.
4. Can I add someone who is not already in the contact list?
Yes. When adding a team member, select Add New Contact if the person is not already in your organization’s contact list.
5. What happens if I assign the wrong role?
You can easily update a user’s role by clicking the 3-dot menu next to their name and selecting Edit to change their role or other details.