Project Companies and Roles

To add a company or role to a project, click Add New above the user list and select either Company or Role. Type in the appropriate information and click Add.

To edit a selected company or role, click Edit in the detail view on the right to change basic information. Click Save when you are finished.

To add people to a selected company or role, click Manage under the Members header. Select the project people in the list on the left. Click Add Selected to add them to the company list. Click Save Connections to keep changes.

Still need help? Contact Us Contact Us