User manual

4 Click OK.
See also:
Editing a Group (page 128)
Creating a Group (page 102)
Private and Hidden Groups (page 128)
Companies Tab
Use the Companies tab to manage the companies associated with a project.
Companies exist at the site level. If you edit company information, add or
remove associated members, those changes are made at the site level.
A company is automatically added to a project when a member, who is
associated with that company, is added to the project. Or, you can create a
new company. If you are looking for a company that you know exists but it
is not displayed in the Project Administration Companies tab, you can add
the company to the project by associating a project member with that
company.
Add a site company
1 In the Companies tab right-click and select Add Site Company. The
New Company dialog box is displayed.
2 Enter the company information.
3 Select an attribute value for each attribute. The attributes available are
based on the attributes that are in the Attributes tab.
4 Enter the contact information for the company.
5 Click Create to create the company.
6 Click the Company Members tab to add members with the company,
or click Close.
Add members to a company
1 Select a company and right-click.
2 Choose Add Members from the menu. The
Select Members dialog box
(page 434) is displayed.
3 Select a member from the list of available project members.
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