Skip to main content

​
What is a Project?

A Project is your workspace within Royaltyport where you manage contracts, catalog, statements, and all related data for a specific artist, label, catalog, or business purpose. Projects exist within organizations and provide focused environments for your work. Project Overview

​
Project Structure

Each project has the following structure.

Dashboard

Your command center with inbox, timeline, and automated agents.

Contracts

Smart Drive for intelligent contract management with AI-powered extraction.

Catalog

Manage recordings, compositions, and monitor terms/territories with Radar.

CRM

Organize entities, artists, and relationships.

Statements

Process and analyze royalty statements.

Settings

Configure project settings, team access, and integrations.

​
Project Header

The project header provides quick access to:
ElementDescription
Project NameCurrent project - click to see project dropdown
OrganizationParent organization - click to return to organization view
NavigationMain module links (Dashboard, Contracts, Catalog, etc.)
SearchProject-wide search (Cmd/Ctrl + K)
Ask AIProject-wide AI assistant (Cmd/Ctrl + I)

​
Getting Started in a Project

1

Check Your Dashboard

Start at the Dashboard to see any issues, messages, or items needing attention.
2

Upload Contracts

Go to Contracts > Drive and upload your contracts. The AI will extract key terms automatically.
3

Review Catalog

Check the Catalog to see recordings and compositions extracted from your contracts.
4

Upload Statements

Add royalty statements to Statements for processing and analysis.

​
Project Data Flow

Data flows between modules to create a connected view of your rights and royalties.

​
How Modules Connect

SourceCreates/UpdatesIn Module
Contract UploadRecordings, CompositionsCatalog
Contract UploadEntities, ArtistsEntities
Contract UploadContracting partiesCRM
Statement UploadRevenue DataData Room Insights
Statement ProcessingAsset MatchesCatalog

​
Search & Ask AI

Every project includes powerful tools to find and understand your data: Press Cmd/Ctrl + K or click the Search button to:
  • Search across contracts, recordings, compositions, entities, and statements
  • Filter results by type (Contracts, Recordings, etc.)
  • Navigate quickly to any item
  • Access quick actions for common navigation

​
Ask AI

Click Ask AI to:
  • Ask questions about your contracts in natural language
  • Get answers with citations from your actual documents
  • Understand complex deal terms and relationships
  • Query across your entire project data
The AI assistant is scoped to your current project, so it only has access to data within this project’s contracts and catalog.

​
Project Settings

Configure your project through Settings:
  • General - Name, aliases, leave or delete project
  • Team Members - Who has access and their roles
  • Integrations - Connect external services like Curve
  • Notifications - Alert preferences

​
Best Practices

Upload contracts first—they’ll seed your catalog and CRM with extracted data.
Always review AI-extracted data for accuracy. Your corrections help improve future extractions.
Regularly review and merge duplicate entities, verify catalog ISRCs.
Check your dashboard regularly for items needing attention.
Instead of manually searching through contracts, ask AI questions about your deal terms.

Creating Projects

How to create and manage projects.

Organization Overview

Understanding organizations and projects.

Search

Find anything in your project.

AI Chat

Ask questions about your data.