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.

2. 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. 

4. Enter a Company ID.

5. 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.

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.   

2. Select the Company and a pop up will appear asking if you want to use this company? 

3. If this is your company select Use Company.

4. Choose the role this company will have on your project. (for more information regarding roles click here)

5. Either choose Add and Import Users if you would like to add users associated with this company or Add and Finish.

6. Synchronize with the Template projects. If the project you are working on is a template, while you are adding a company, you can synchronize that newly added company to the child-projects generated from that template.

a. Access the Add Company page, and while you are adding a new company, tick the box marked in red in the following screen.

b. After adding the information, click Save. In the pop-up page, the child-projects generated from that template will be listed, and you can choose the projects by ticking the relevant boxes. 

c. Click Save.

d. Click Done on the bottom of the page for moving to the next phrase and add other detailed information.