Head to the My Projects tab in the COI module and click the New Project button on the right.
Provide a name and location for the project. While they are not required, feel free to fill out the other fields (number, region, office) if necessary for organizational purposes.
Next, select all policies that are required for this project and provide any project-specific insurance requirements
Note: this can be modified at the certificate level.
The certificate holder will automatically be filled in with your company's information. If you'd like to include additional certificate holders, click Add another certificate holder +. Next, select what type of project this is: Project-specific, OCIP, or Blanket. Then click Create.
