Using the Project Services Catalog

Need Namely experts to help configure your Namely platform or provide other specialized services? Log into the Project Services Catalog, select the project(s) you need, place them in your cart, and then check out. A Project Services Consultant will contact you to work directly with you throughout the project's phases from kick-off to sign off.

Process

Namely wants you to get the most out of your Namely platform, and our expert consultants are here to help! A Namely Project Services Consultant can help you build new elements or enhance existing elements of your platform. To get started, submit your project request using the Project Services Catalog by following the steps below:

  1. On your Namely homepage, click the Billing tab in the Admin Tools navigation pane.

  1. When the Project Services Catalog appears, click the Select button for each project you would like to request. If you are not sure which type of project you need, you can narrow your choices by filtering by category or using the search bar:

  1. After making your selections, review the project details and provide the required information. The more details you can provide, the better prepared your consultant will be to quickly get your project started. Once details are entered, click the blue Add to Cart button:

  1. If you need to add another project to your order, click the Service Enrollment tab and repeat steps 1-3 with your next project:

  1. Once you have added all projects to the order, click on the cart icon in the upper-right corner of the screen:

  1. Please be sure to:

    1. Review the order for accuracy.

    2. Read the Terms and Conditions.

    3. Check the box- "I agree to the Terms and Conditions to make this purchase on behalf of my company.”

    4. Click Submit.

  1. A Namely Project Services Consultant will be assigned to your project(s) and will reach out to you to start the project(s) within a week of submission.