Add an External Organization

You can add an external organization that you are associated with. This allows you to add external contacts that will be working on projects with you.

To add an external organization:

1. On the header bar, click Activity Zone.
2. In the Search Activity Zone field at the top, enter Add External Organization.
3. On the Add Organization window, enter the details for the organization.
   You must enter information for at least one field.
4. Click Next.
   Note: If any potential duplicate organizations are found, they are listed. You can choose to update an existing organization, add the new organization as the parent to an existing organization, or add the new organization and assign an existing organization as the parent. To enable these options, you must first select an existing organization in the list.
5. Click Finish.
6. In the Organization Details step, enter the details for the organization.
   All mandatory fields are highlighted in red.
7. Under Classifications, click to assign classifications, such as region, sector, client, supplier, and so on.
8. Click OK to create the organization.