Review stakeholder details in split view
Use the split-pane view to browse stakeholders and review their detailed information, documents, activity, and compliance side by side.
This guide is designed for project manager.
Steps
Step 1: Open the stakeholder split view
From your stakeholder list, select a stakeholder to open their details in the split-pane view, showing the mini list on the left and full details on the right.
Step 2: Navigate between stakeholders in the left pane
Use the mini stakeholder list on the left to click between entries (or use the up and down arrow keys) and instantly update the detailed view on the right.
Step 3: Review the overview information
In the Overview tab, check key details such as stakeholder type, contact information, current status, roles, and any high-level notes or signals.
Step 4: Check stakeholder documents
Switch to the Documents tab to see files related to the selected stakeholder, such as contracts, correspondence, or supporting evidence.
Step 5: View related people and companies
Open the People/Company tab to review linked individuals, organisations, and project roles associated with the stakeholder.
Step 6: Review forms and submissions
Use the Forms tab to see any forms issued to or completed by the stakeholder, along with their current status.
Step 7: Monitor compliance and packages
In the Compliance, Packages, RAMS, and ITP tabs, review required submissions, approvals, and package-level documentation for the stakeholder.
Step 8: Track connections and activity history
Use the Connections and Activity tabs to see how this stakeholder relates to other records and to review recent actions, changes, and communications.
Step 9: Close the split view
When finished, close the split view by clicking the close icon or pressing Escape to return to your main stakeholder list.
Last updated: 2026-08-31