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Then, follow Procedure 1.3 below to review and confirm the Add Project Roles.


UI Steps
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UI Step

Click the Project Roles link at the top of the page to navigate to the Project Roles section of the Project Record.

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UI Step

In the Project Roles section of the Project Record, click on New Project Role to add a new Project Manager to the project. 

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UI Step

In the Project Roles section of the Project Record, confirm that at least one Project Role has been created for a NYSERDA Project Coordinator, a NYSERDA Project Manager, and a Contractor.

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UI Step

Click on the Project Role Number to navigate to the Project Role Details page.

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UI Step

Scroll down on the Project Role Details page and make sure the Company Name, Address Information, and Supplier ID are filled out.

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