Skip to main content

Manage project stakeholders in the unified view

Use the unified stakeholder view to search, filter, review details, and perform bulk actions on people and organisations involved in your project.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the unified stakeholder view​

Navigate to the Stakeholders section of your project to open the unified stakeholder view, which lists all people and organisations linked to the project.

Open the unified stakeholder view

Step 2: Switch between table and card views​

Use the view toggle controls to switch between a table layout and a grid of cards, choosing the format that best suits how you want to browse stakeholders.

Switch between table and card views

Step 3: Apply preset filters and advanced filters​

Select from the available filter presets or open the advanced filters panel to narrow the list by stakeholder type, role, organisation, status, and other attributes.

Apply preset filters and advanced filters

Step 4: Search for specific stakeholders​

Enter a name, organisation, or keyword into the search field to quickly find individual stakeholders or groups that match your criteria.

Search for specific stakeholders

Step 5: Open and review stakeholder details​

Click a stakeholder in the list or grid to open the split detail view, where you can review their contact information, roles, related organisations, and project involvement.

Open and review stakeholder details

Step 6: Add a new person from the detail view​

From the stakeholder detail split view, use the add person control to create and link a new person record that is related to the stakeholder you are viewing.

Add a new person from the detail view

Step 7: Edit an existing stakeholder​

From either the list, grid, or detail view, choose the edit option to update stakeholder information such as name, organisation, role, or status on the project.

Edit an existing stakeholder

Step 8: Change roles for multiple stakeholders in bulk​

Select several stakeholders, then use the bulk role change action to assign or update their project roles in a single operation.

Change roles for multiple stakeholders in bulk

Step 9: Archive multiple stakeholders at once​

Select the stakeholders you want to remove from active tracking and use the bulk archive action to archive them together without deleting their history.

Archive multiple stakeholders at once

Step 10: Detect and merge duplicate stakeholders​

Review the duplicate detection banner when it appears, open the merge duplicates dialog, and follow the prompts to combine duplicate stakeholder records into a single, clean profile.

Detect and merge duplicate stakeholders

Last updated: 2026-07-29