Project Administrators or a nominated Project Contact Administrator may add a new Company and new users for each company.
Company Administrators and/or a nominated Company Contact Administrator manage the users (i.e. add and delete) for their own company.
To Create a New Company
1.Click the Contacts icon on Project Tool Bar.
Click Add Company on the bottom of the page.
3. Start typing the Company name. Suggestions will appear. If one of the suggestions is the Company you want to add click on it.
4.Enter the Company ABN.
Companies are uniquely identified by their COMPANY NAME and BUSINESS NUMBER.
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The Company ID can not include spaces or any of these characters: & , % ,\\ ,* , <> or any of these combinations: CON, PRN, LPT1, LPT2...LPT8, COM1, COM2...COM8 |
Enter a Company ID.
Choose the Project Role of the company. Click here for more information on roles.
Click Save to create the company.
Once you have created a new company, you can edit these details as well as edit the default Company Options by simply clicking on the Company Name in the Contacts List. Click here for more information.
Company Already Exists
Sometimes a company you are trying to add already exists on another project. 1.
As you type in the Company name if this company already exists on another project it will come up as a suggestion.
Select the Company and a pop up will appear asking if you want to use this company?
If this is your company select Use Company.
Choose the role this company will have on your project. (for more information regarding roles click here)
Either choose Add and Import Users if you would like to add users associated with this company or Add and Finish. Click here for more information.
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Audit log : When a company is created in the following scenario - the system will log an entry in the company history page :when 1. Creating a company that did not previously exist via contacts |
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