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.

To add an external organization to a project:

1. Navigate to the project.
   You can search for projects using the Search Projects link in the Activity Zone. Projects that you are linked to also appear on the History tab on your contact record, and in the Projects dashpart in the Personal Zone.
2. In the Organizations and Contacts band, click Add New Organization.
3. On the Add Organization window, enter the name of the organization in the Organization field. When the name of the organization appears, click it to select it.
   If the organization that you want to add does not exist in the system, click to add it.
4. If the organization is a key organization, select the Key Organization check box.
5. If the contact will be an active organization, select the Active Organization check box.
6. Optional: In the Role Details field, enter the organization's role.
7. From the Status list, select the status of the organization.
8. Optional: From the Role Type list, select the role of the organization.
9. Click Save.