Edit an External Organization
You edit an external organization to update its details and classifications.
To edit an external organization:
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Navigate to the organization record.
You can search for organizations in the Activity Zone. For information, see Search for Organizations.
- On the organization record, click .
- In the Organization Details section, update any of the details about the organization, as required.
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To update information in the Additional Information section, do the following:
To update this field Do this Maximum Project Value Edit the Maximum Project Value in the Organization Details section Minimum Project Value Edit the Minimum Project Value in the Organization Details section Company Type Edit the Legal Entity in the Organization Details section VAT Registration Edit the VAT Registration Number in the Organization Details section CIS Type/Number Edit the UTR Number in the Organization Details section Company Registration Edit the Company Registration Number in the Organization Details section. This field is not applicable for US regions. Financial Year End Date Established
Date Account Opened
CIS Expiry
No of Concurrent Projects
These fields are set via the PIM legacy API and cannot be edited manually. - In the Classifications section, click to update a classification.
- Click Save.
Parent Topic: How to...
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