Manage companies

A company is a firm working on the project — a trade contractor, an architect, the client, and so on. Project members belong to a company, issues are often assigned to a company, and guests only see their own company's work.

Each company has a type (configured for your organization) and a set of trades — the skills or disciplines it covers, such as Plumbing or Electrical.

Required role:

• Viewing companies: any project member (Manager, Collaborator, Guest).
• Creating, editing, and deleting companies, and managing their trades: Project Manager or Organization Admin.

Add a company

1. Open the project's Companies area and select New Company (or Add company).
2. Enter the company's Name.
3. Choose the Company type (these come from your organization's settings).
4. Optionally add:
   • Email, Phone, Address
   • A Logo
   • The Trades the company covers
5. Save.

Result: the company appears in the project and can be assigned to members and issues.

View a company and its members

1. Open the Companies area and select a company.
2. You'll see its details, its assigned trades, and the number of members.
3. Open the company's Members to see which project members belong to it.

Manage a company's trades

Trades tell you what work a company covers. You can add and remove them at any time.

Add trades

1. Open the company and go to its Trades.
2. Add one or more existing trades from your organization's list, or create new trade names on the spot.

Result: the trades are attached to the company. Adding a trade that's already assigned does nothing — it won't create duplicates.

Remove trades

1. Open the company's Trades.
2. Remove a single trade, or remove several at once.

Result: the trades are unassigned from the company. You can re-add them later.

note

Trades are defined at the organization level and shared across all projects. When you create a new trade name here, it's added to your organization's trade list.