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Review and update company details for this project

Use the company detail panel to review a company’s information and adjust its role, status, notes and project-specific roles within the current project.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the company detail panel​

Select a company from the project view to open its detail panel, which slides in from the side and shows key company and project-related information.

Step 2: Review company and project context​

Check the displayed details such as the company name, contact and basic information, along with its role and involvement in the current project.

Step 3: Expand or collapse the panel width​

Use the expand or minimise control in the panel header to adjust the panel width so you can see more company details or more of the underlying page.

Step 4: Enter edit mode​

Click the edit button to switch the panel into editing mode, enabling changes to the company’s project role, status, notes and associated project roles.

Step 5: Adjust the primary project role​

Select a new primary role for the company from the available role options; the selected role is shown as a primary role badge.

Step 6: Update project-specific roles​

Add or remove project-specific roles using the project roles control; any custom roles made available for this project’s organisation can be selected and are displayed as separate badges.

Step 7: Edit status and internal notes​

Update the company’s status in the project and add or revise internal notes to capture important context about the company’s involvement.

Step 8: Save your changes​

Click the save action to apply your updates; the system validates and sends the changes to the project APIs, shows a toast notification on success, and refreshes the displayed company information.

Step 9: Close the panel​

Use the close icon to hide the company detail panel and return to the main project view; any saved changes remain in effect.

Last updated: 2025-12-08