Building out your Project Directory

The best way to add internal and external contacts to collaborate on your Project!

JD Williams avatar
Written by JD Williams
Updated over a week ago

Overview

The Project Directory allows you to build and maintain a list of all companies and contacts that participate in a project. The Project Directory also serves as the most efficient way to provide a filter for selecting participants/contacts for individual platform functions like building the attendee list of a Meeting Minute, assigning a Task to them, or sending a Contract.

Prerequisite

It is recommended that Contacts, Companies, and Employees be added to your company's workspace before setting up the Project Directory. Having this information already entered will speed up creating the Project Directory.

Process

Adding Contacts to the Project Directory

  1. From the project dashboard, you can navigate to the Project Directory module from the project navigation on the left. The Directory will automatically list your company, and your Client's company. Your Client's company will be listed as the company chosen when starting a new project

2. Click Add Contact in the upper right-hand corner, and enter the contact's Email, Company, or Name. The search bar will search the global database to see if the contact exists in a company. If it does, you will be prompted to select the existing company If the contact does not, you will be prompted to add the new contact.

3. If you selected an existing contact, it will prompt you to invite them now to the project or save for record and don't invite them.

4. If you select to add a new contact, you will be prompted to enter the contact details and the option to invite them or save for record. At the end, remember to click Save changes

Understanding On-System and Off-System Contacts

Whether the added company is an existing INGENIOUS.BUILD user (On-System), or an Off-System user, it will be indicated next to their company name. Additionally, the type of workspace they are using will be listed to the left of their status.

On-System contacts will have the avatar and workspace type colored

Off-System contacts will have the avatar and workspace type grayed out

Managing Project Directory

  1. You can now expand and collapse company sections for easier management and navigation. On the top right you can find the collapse all option too


  2. You can now drag and drop companies to rearrange within the "Other Companies" section. My Company and Client Company sections can not be rearrange

3. You can now search the project directory and results will only show user

Check out this short video to see these steps in action:

Managing Project Invites

  1. You can invite off-system users to join the platform by clicking on the "Invite" button

  2. You can remind users who have not accepted the invitation by clicking on the "Send Reminder" button

Adding Project Roles to Companies

On the right of the company name, you can enter a Project Role. The project role is a field that specifies what that company will be doing for the project:

1. Enter the name of the project role

2. Click the ✅ icon when complete!

Timeline

  1. You now have a timeline records of all activity taken place on the project directory

See Also

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