View stakeholder overview
Review a stakeholder’s key details, project role, status and compliance information in one place.
This guide is designed for project manager.
Steps
Step 1: Open the stakeholder record
Navigate to the stakeholder detail view from your project’s stakeholder list to display the stakeholder profile.
Step 2: Review key stakeholder details
In the Overview tab, review core information such as name, organisation, contact details and any description or notes shown.
Step 3: Check project role and responsibilities
Look at the role badges and project roles section to understand the stakeholder’s primary role and any additional responsibilities on the project.
Step 4: Confirm stakeholder status
Use the status indicator and any status label to see whether the stakeholder is active, pending, archived or in another defined state.
Step 5: Review compliance information
Check the compliance summary section to confirm whether the stakeholder is compliant, non-compliant or requires further follow-up.
Step 6: View timing and activity context
Use any displayed dates and "time since" indicators to understand when the stakeholder was added or last updated.
Last updated: 2026-07-28