Add a company to a Project Team

Add the company first, then choose its participating people.

Best for: Adding a Client, Consultant, or Subcontractor to one project · Requires: Projects write permission; creating a contract at the same time also requires Commitments write permission.

1. Open the project.
2. In Management Tools, select Team.
3. Select Add Client, Add Consultant, or Add Subcontractor.
4. Select an existing Global Directory company.
5. Select the company people who should participate.
6. Choose the invitation and project-access options presented by the dialog.
7. If offered and appropriate, choose whether to create the related commitment.
8. Save the addition.

The Project Team is organized into Client, your organization's team, Consultants, Subcontractors, and—when Bid Management permissions allow—Bidders.

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