View and manage company details for a project
Review a company’s details within a project and adjust its role, status, notes, and project-specific roles in a side panel.
This guide is designed for project manager.
Steps
Step 1: Open the company detail panel
In your project view, select a company from the list to open its detail panel on the side of the screen, showing key information such as name, contact details, and current roles.
Step 2: Review company information
In the panel, review the company’s basic information including organisation name, website, email, phone number, address, primary project role, and any custom role badges.
Step 3: Expand or collapse the panel
Use the expand or collapse control at the top of the panel to adjust its width, giving you more space to view company details or your main project view as needed.
Step 4: Enter edit mode
Select the edit button in the panel header to switch to editing mode, enabling changes to the company’s project role, status, notes, and project-specific roles.
Step 5: Adjust project roles and status
Use the role selection control to choose a primary project role and assign or update custom project roles, then adjust the company’s status as required for your workflow.
Step 6: Add or update internal notes
In the notes area, enter or revise internal notes about the company’s involvement in the project to keep your team aligned.
Step 7: Save changes
Click the save button to apply your updates; the system will process your changes and display a confirmation toast or an error message if something goes wrong.
Step 8: Close the company detail panel
When you have finished reviewing or updating the company, select the close icon in the panel header to return to the main project view.
Last updated: 2025-12-29