Skip to main content

Manage project stakeholders in the unified view

Use the unified stakeholder view to search, filter, review, and organise all stakeholders linked to your project.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the unified stakeholder view​

From your project workspace, open the Stakeholders section to load the unified stakeholder view showing either a table or grid of all stakeholders.

Open the unified stakeholder view

Step 2: Search for a stakeholder​

Use the search box at the top of the view to type a stakeholder name, organisation, or keyword and instantly narrow down the list of results.

Search for a stakeholder

Step 3: Apply preset filters​

Select one of the preset filters (such as key stakeholders, organisations, or people) to quickly focus on the most relevant subset of stakeholders.

Apply preset filters

Step 4: Refine results with advanced filters​

Open the advanced filters panel and adjust detailed criteria like stakeholder type, roles, and other attributes to refine the list further.

Refine results with advanced filters

Step 5: Switch between table and grid views​

Use the view toggle controls to switch between a table view for detailed comparison and a grid (card) view for a more visual overview.

Switch between table and grid views

Step 6: Review stakeholder details in split view​

Click a stakeholder from the list to open the split detail view, where you can review their information alongside the list for easier navigation.

Review stakeholder details in split view

Step 7: Add a new person stakeholder​

Use the add person action to create a new individual stakeholder, entering their key details so they appear in the unified list.

Add a new person stakeholder

Step 8: Edit an existing stakeholder​

Select a stakeholder and use the edit option to update their details, such as contact information, organisation, or project-related notes.

Edit an existing stakeholder

Step 9: Bulk-update stakeholder company roles​

Select multiple stakeholders and use the bulk change company role action to assign or update their organisation-level roles in one go.

Bulk-update stakeholder company roles

Step 10: Review and merge potential duplicates​

Use the duplicate detection banner and merge duplicates dialog to review suggested duplicates, confirm matches, and merge records to keep data clean.

Review and merge potential duplicates

Step 11: Refresh stakeholder data​

Use the refresh action to reload the stakeholder list and ensure you are viewing the most up-to-date information for your project.

Refresh stakeholder data

Last updated: 2026-09-01