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