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CASTING DIRECTORS: How do I use the Project Wizard to create a new project?

Talent Systems
  • Updated

This article explains how to use the Project Wizard to streamline the setup process. It allows you to see your progress through a simple three-step bar, ensuring you get your project posted faster.

Article Contents

How do I access the Project Wizard?

 To get started with the new wizard, follow these steps:

  1. Navigate to the Projects List page.
  2. Locate the New Project button at the top of the screen.
  3. Select Project Wizard from the dropdown menu.

An image of a "Projects List" screen from a web application. A button labeled "**New Project**" is highlighted at the top right, and a red box and arrow indicate a dropdown menu that appears when the button is clicked. The dropdown menu contains two options: "**Project Wizard**" and "**Create Project**". Below the title, there is a section for "Filters" with a search bar and dropdown menus for "Project Type," "Project Status," and "Series," along with a blue "Filter" button.

 

How do I complete the Project Wizard steps?

Once selected, you will see a progress bar at the top of the screen indicating three distinct steps. Follow the instructions below to complete each section.

Alt text: A **three-step progress bar** for a "**Project Wizard**" process. The steps are numbered and labeled below circular icons. Step **1**, labeled "**Create Project**," is highlighted with a blue circle, indicating it is the current step. Step **2** is labeled "**Publication Settings**," and Step **3** is labeled "**Create Role(s)**." Steps 2 and 3 are grey, indicating they are pending.

 


 

Step 1: Create Project

In this first step, you will establish the foundation of your project.

  • Fill out the basic information, including Name, Type, Union, and Rate.
  • Note: You can always go back and edit or add more project details later if needed.

Alt text: A form section titled "**General Project Information**" from a project creation wizard. The form contains several required fields, indicated by an asterisk (*), including: * **Project Name*** (text input field) with a checkbox option below it to "Use a different internal project name." * **Project Type*** (dropdown menu). * **Project Union*** (dropdown menu). * **Project Rate / Payment Summary*** (text input field) with a checkbox option below it to "Do not list Project Rate." A small question mark icon (help text indicator) is present next to the labels for Project Name, Project Type, and Project Rate / Payment Summary. A line of text at the bottom says: "Additional Project and Role fields available on Edit Project and Edit Role pages."

 

Step 2: Publication Settings

The second step moves directly to publication settings.

  • Choose who the project is released to.
  • Select where the project will be released.

Step 2 Publication Settings screen

 

Step 3: Create Role(s)

 The final step involves filling out the specific role information.

  1. Complete all required fields on the role form (indicated by an asterisk). This includes:
    • Role Name
    • Role Type
    • Role Rate
    • Demographic Features
    • Role Description
    • Submission Requirements
  2. Once the necessary information is filled out, select one of the three options at the bottom of the screen:
    • Back
    • Save and Go to Project Overview
    • Save and Add Another Role

Alt text: A row of three action buttons for navigation and saving within a multi-step project creation wizard. The buttons are, from left to right: a white, outlined button labeled "**Back**"; a white, outlined button labeled "**Save and Go to Project Overview**"; and a solid blue button labeled "**Save and Add Another Role**."

Important: If you are on Step 3 and have filled out role information, navigating back to Step 2 will clear the role information you just entered.

 

 

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