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Overview

Creating a project sets up a dedicated workspace for managing contracts, catalog, and statements. Only organization Admins can create new projects.

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Creating a Project

1

Navigate to Projects

Go to your organization home and view the Projects tab.
2

Click the + Card

Click the + card to start the project creation wizard.
3

Enter Project Name

Choose a descriptive name for your project (e.g., “Artist Name Catalog” or “Publishing Division”).
4

Set Up Entity

Enter the name of your primary entity (your company name) for this project.
5

Complete Setup

The project will be created and you’ll be redirected to the projects list.

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Project Setup Wizard

The setup wizard guides you through two essential steps:

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Step 1: Project Name

Enter a name that clearly identifies the project’s purpose:
Good NamesWhy
”Taylor Swift Catalog”Clear artist focus
”US Publishing Operations”Clear business unit
”Sony Music Distribution”Clear partner/client
”2024 Acquisitions”Clear purpose and time
AvoidWhy
”Project 1”Not descriptive
”Test”Unclear purpose
”New”Will become outdated

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Step 2: Primary Entity

Enter the legal name of the entity that operates this project (e.g., your company or label name as it appears on contracts). This becomes the primary entity for the project and is used to:
  • Identify your side in contracts
  • Set up default party associations
  • Configure the “You” entity badge
If your entity operates under multiple legal names or trading names, you can add those as aliases in Project Settings after creation. Aliases ensure the AI correctly identifies your entity across contracts that use different name variations.

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After Project Creation

Once your project is created, you can:

Upload Contracts

Add contracts to Smart Drive for AI extraction.

Upload statements

Process and verify incoming royalty statements automatically.

Configure Settings

Set up project preferences and aliases.

Invite Team

Add team members to the project.

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Permission Requirements

RoleCan Create Projects
AdminYes
MemberNo
Organization Members cannot create projects. Contact an Admin if you need a new project created.

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Project Limits

The number of projects you can create depends on your organization’s status:
Organization StatusMax Projects
Onboarding / Trial1
Live (Production)100
When you reach the limit, the + Project button and the + card in the projects list will be disabled. To increase your limit, contact Royaltyport support.
If the + Project button is greyed out, your organization has reached its project limit. Contact support to upgrade or discuss your needs.

Projects Overview

Understanding projects and how to use them.

Delete Project

How to remove a project.

Project Settings

Configure your new project.