Manage Companies in Your Project
Add companies to your project, assign roles and responsibilities, and track organizational 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. 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: 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 5: Auto-analysis of companies
When you upload documents (like contracts or organizational charts), the AI analysis automatically detects company names and creates company entries in your project. These appear in Companies with an "Auto-detected" badge. Review and edit details to ensure accuracy.
You can verify, edit, or delete auto-detected companies. Edit if details are incomplete.
Step 6: 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.
These links help organize your project data and support report generation.
Step 7: Use companies for reporting
When generating project reports (especially organizational 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.
Video Tutorial
Last updated: 2025-12-08