Projects Overview
Projects in Authorium allow agencies to manage document-centric initiatives—from the initial request through drafting, reviews, external submissions, evaluations, and ongoing contract management. Projects bring structure, consistency, and transparency to complex processes such as procurements, grants, budgets, or legislation.
This guide explains what projects are, how they relate to templates, and why they are central to your organization’s workflows.
What are Projects?​
Projects are the operational instances created from Project Templates. Each project inherits the workflow stages, documents, and forms defined in its parent template. This ensures every new initiative begins with a consistent structure.
For example, you might have a project template for software procurement. Every time you create a new project from that template, it automatically includes the same submission forms, evaluation workbooks, and approval workflows—ready for your team to use.
Why use Projects?​
Using projects in Authorium allows your organization to:
- Standardize execution: Every initiative follows a consistent process from start to finish.
- Increase efficiency: Teams avoid repetitive setup and can focus on delivering results.
- Enhance transparency: Every step—from drafting to evaluation—is tracked in the same system.
- Control permissions: Access can be managed at the project level or even at specific workflow stages.
How do Projects progress?​
Projects move through a sequence of Workflow Stages. These stages define the lifecycle of the project and appear as a timeline beneath the project title. Typical workflow stages include:
- Document creation and editing
- Approvals and stakeholder review
- Online submissions from suppliers
- Evaluation of proposals
- Contract award and management
Each stage must be completed before advancing to the next, ensuring orderly progress.
Who can manage Projects?​
Project participation and permissions are role-based:
- Some users may only fill out forms or documents.
- Others may review and approve drafts.
- Evaluators may be restricted to scoring supplier submissions.
Project Owners and administrators define these roles. For details, see Managing Project Members.