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Manage stakeholders in the unified stakeholder view

Use the unified stakeholder view to search, filter, review, and manage people and organisations linked to your project.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the unified stakeholder view​

Navigate to the Stakeholders section to open the unified stakeholder view, where people and organisations are listed in either a table or grid layout.

Open the unified stakeholder view

Step 2: Search for a stakeholder​

Use the search bar at the top of the view to type a name, organisation, or keyword and immediately narrow the list of matching stakeholders.

Search for a stakeholder

Step 3: Apply preset and advanced filters​

Choose a preset filter from the filter chips and, if needed, open the advanced filters panel to refine by stakeholder type, role, and other criteria.

Apply preset and advanced filters

Step 4: Switch between table and grid view​

Use the layout toggle buttons to switch between a detailed table view and a card-based grid view, depending on how you prefer to review stakeholders.

Switch between table and grid view

Step 5: Open stakeholder details​

Select a stakeholder from the list to open the split detail view, where you can review their information, project involvement, and related records.

Open stakeholder details

Step 6: Add a new organisation​

Select the option to add a company, then complete the required fields in the dialog to create a new organisation stakeholder for your project.

Add a new organisation

Step 7: Add a new person​

Select the option to add a person, then provide their details in the dialog so they appear as an individual stakeholder in the unified list.

Add a new person

Step 8: Change stakeholder company roles in bulk​

Use the bulk actions control to select multiple organisation stakeholders and apply a new company role to all of them at once.

Change stakeholder company roles in bulk

Step 9: Export stakeholder data​

Use the export action to generate and download a file containing the currently filtered stakeholders for reporting or offline review.

Export stakeholder data

Step 10: Review and merge duplicates​

When the duplicate detection banner appears, open the merge duplicates dialog to review suggested matches and merge them into a single stakeholder record.

Review and merge duplicates

Last updated: 2026-07-29