Manage Companies in Your Project
Add companies to your project, assign roles and responsibilities, and track organisational information. Companies can be manually added or automatically detected from analyzed documents. Use companies for organizing teams and generating project reports.
This guide is designed for construction professional.
Steps
Step 1: Navigate to Companies
From the Data section, click the Companies tab. This shows all companies associated with your project. You can see company name, company type, contact information, and assigned roles.
Companies can be added manually or automatically during document analysis.
Step 2: View company details
Click on a company to open its detail panel. You can see: company name, industry, location, contact information (phone, email, website), assigned roles in the project (e.g., Contractor, Consultant, Client), and any related documents.
Roles assigned to companies define their responsibilities in the project.
Step 3: Add a new company manually
Click Add Company button. Select Create New from the top options. In the dialog, enter the company name and optional information: company type (Contractor, Consultant, Supplier, Client, etc.), location, phone, email, and website. Select the company's primary role(s) in your project.
You can add additional roles after creation or update them anytime.
Step 4: Add an existing company
Click Add Company button. Select Select Existing from the top options. Select the company you want to add from the dropdown. This will add the company to your project and you can assign roles to it. If the company is not in the dropdown, you can add a new company manually by selecting Create New from the top options.
This will add the company to your project and you can assign roles to it.
Step 5: Assign roles to company
From the company detail panel, click Assign Roles. Select one or more roles from available project roles (set in organization settings). Common roles include Contractor, Subcontractor, Consultant, Designer, Supplier, and Client. A company can have multiple roles.
Roles define what responsibilities and access levels the company has in reports.
Step 6: Auto-analysis of companies
When you upload documents (like contracts or organisational charts), the AI analysis automatically detects company names and creates company entries in your project. Review the companies and edit details to ensure accuracy.
You can verify, edit, or delete auto-detected companies. Edit if details are incomplete.
Step 7: Link companies to documents
Companies are automatically linked to documents from which they were detected. You can also manually link companies to documents. Click a document to see its related companies, or select a company to see its associated documents COMING SOON.
These links help organize your project data and support report generation.
Step 8: Use companies for reporting
When generating project reports (especially organisational charts or stakeholder reports), the companies and their assigned roles are used to populate the report data. Select which companies to include based on their roles.
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Last updated: 2025-12-08