View company details in the project data panel
Review key company information within the project data panel without leaving your current workflow.
This guide is designed for project manager.
Steps
Step 1: Open the project data side panel
Open the project data side panel from your current screen so you can access detailed information about the selected company.
Step 2: Navigate to the Company details section
In the side panel, switch to or locate the Company details section to focus on the organisation-specific information.
Step 3: Review core company information
Read the company name, registration or reference identifiers, contact information, and any other core fields shown for the selected organisation.
Step 4: Check project-related company context
Review any project-specific details linked to the company, such as its role on the project, status, or associated notes displayed in the panel.
Step 5: Close the Company detail panel
When you have finished reviewing the information, close the panel to return to your main project view without losing your place.
Related Guides
Last updated: 2026-09-01