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Review and manage stakeholder connections

Review AI-suggested stakeholder connections for a project and confirm or dismiss them so your relationship map stays accurate.

Audience

This guide is designed for project manager.

Steps

Step 1: Open the stakeholder's Connections tab

Navigate to the stakeholder detail page for your project and open the Connections tab to see AI-suggested and confirmed relationships.

Open the stakeholder's Connections tab

Step 2: Review AI-suggested connections

Look through the suggested connections list, including the stakeholder names, confidence level, and reasons based on shared documents or forms.

Review AI-suggested connections

Step 3: Confirm relevant connections

For suggestions that accurately represent real relationships, select the confirm action so they become part of the confirmed connections list.

Confirm relevant connections

Step 4: Dismiss irrelevant suggestions

For suggestions that are not relevant or incorrect, select the dismiss action to remove them from the suggestions list and keep your data clean.

Dismiss irrelevant suggestions

Step 5: Review confirmed connections

Check the confirmed connections section to see all approved relationships, including the stakeholder’s role, email where available, and when the connection was confirmed.

Review confirmed connections


Last updated: 2026-06-15