Manage Project Organizations
When you create a project, you must add and define the roles of all organizations that will be involved with it. This includes internal organizations, such as your own, and external organizations, such as the client's organization, and the organizations of any subcontractors.
- Related Topics:
- Add an Internal Organization to a Project
You can add an internal organization to a project, such as your parent organization, or an organizational branch. - Add an External Organization to a Project
You can add an external organization to a project, such as the client, or a contractor's organization. When an organization is linked to a project, you can then add contacts from the organization to the project. - Copy External Organizations to a Project
To save time, you can copy external organizations from an existing campaign, project, team, tenure, opportunity, enquiry, property, tender, or community. - Edit the Role of an Organization on a Project
You can edit the details of an organization within the context of a project, such as an organization's role on a project. - Remove an Organization from a Project
You can remove an organization from a project. When you remove an external organization, all contacts linked to the organization are also removed from the project.
Parent Topic: How to...