Edit an External Organization

You edit an external organization to update its details and classifications.

To edit an external organization:

  1. Navigate to the organization record.
    You can search for organizations in the Activity Zone. For information, see Search for Organizations.
  2. On the organization record, click .
  3. In the Organization Details section, update any of the details about the organization, as required.
  4. 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.
  5. In the Classifications section, click to update a classification.
  6. Click Save.