Create a buyside project with its own criteria and primary contact.
Create a buyside project with its own criteria and primary contact.
Before you start
Have your target criteria ready and sign in to the company that will own the project.
Steps
Start a new project from your buyside project list and choose the appropriate project type.
Enter an internal project name that your team will recognize. Answer the questions about whether you are sourcing for your company or a client.
Complete the industries, locations, and Financial Preferences sections. Expand Additional Filters if you need more specific preferences.
Choose a Primary Contact, save the project, and check the displayed project status.
What happens next
Your mandate appears in your company's projects. Incomplete information can leave it as a draft; saving alone is not evidence that sourcing is active.
Common problems
Review required fields and range errors if you cannot finish. Do not repeatedly create new projects to correct an existing draft—open that draft and edit it.