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Edit a Business in your Project Directory

If you've added a business to your Project Directory and need to make changes, this guide will walk you through the steps.

Edit a Business in the Project Directory

 From within your project, navigate to the Project Directory by clicking the Directory icon in the left menu.  Inside of your Project Directory, you will have the ability to update information about the business.  This information includes Details, Legal, Classifications, Service Area & Scope, Addresses, Contacts, and Insurance.  Below is a detailed description of each of these items, and the fields available to populate with data.  

Note: Editing business information on one project DOES affect your companies Business Directory and other projects. Editing business information DOES NOT affect other companies Project Directory. Each company has their own unique view of information for privacy reasons.

Details
The Details tab is the primary tab displayed when you click on a business name in your Project Directory. It contains the core identifying information about the company and serves as the central record for that business within a particular project.

Information that can be recorded on the Details tab includes:

  • Business Name
  • Business Type
  • Company Website
  • Headquarters Location
  • Description
  • Project Role
  • Project Notes

To update the details of a business record, navigate to the business in your Project Directory, click the Details tab, then click Edit, make your changes, and click Save.

Legal
The Legal tab on a business record provides a place to store legally relevant information associated with the company. This may include entity type, registration details, and other information that may be required for contracting or compliance purposes.

Information that can be recorded on the Legal tab includes:

  • Entity Type 
  • Number of Employees
  • State/Country of Incorporation
  • Incorporated Date
  • Federal Employer Identification Number (FEIN)
  • Unique Entity Identifier (UEI)
  • Bonding Capacity (Single Project)
  • Bonding Capacity (Aggregate)

To add or edit legal information, navigate to the business in your Project Directory, click the Legal tab, and click Add.

Classifications
The Classifications tab allows you to assign one or more trade or business classifications to a company record. Classifications help categorize businesses in your directory and make it easier to search, filter, and identify the right companies for specific project needs.

Information that can be recorded on the Classifications tab includes:

  • Labor Status
  • Union Notes
  • Project Labor Agreement (PLA) Capable
  • Prevailing Wage Experience
  • Classification Types

A business may have multiple classifications. To add a classification, navigate to the business in your Project Directory, click the Classifications tab, and click Add.

Service Area & Scope
The Service Area & Scope tab allows you to define the geographic regions and project types a business is able to service. This information helps you quickly identify which companies in your directory are qualified and available for work in a specific area or on a specific type of project.

Information that can be recorded on the Service Area & Scope tab includes:

  • States Served
  • Service Radius
  • Delivery Methods
  • Typical Project Size
  • Primary Scope(s)
  • Additional Scope(s)
  • Self Perform Scope(s)
  • Specialty Notes

To add service area and scope information, navigate to the business in your Project Directory, click the Service Area & Scope tab, and click Add.

Addresses
The Addresses tab allows you to enter the location information for your Business.  The information that can be included in the addresses tab is:

  • Address Type
  • Street
  • City
  • State/Province 
  • Zip/Postal Code
  • Country
  • Notes

Contacts
A list of contacts associated with the business. Each contact can include the following:

  • Prefix
  • First Name
  • Last Name
  • Job Title
  • Work Email Address
  • Work Phone Number
  • Cell Phone Number
  • Fax Number

In addition to general information about the contact, there is a Projects panel that lists all projects the contact has been added to (all projects where the contact will appear in the project's Project Directory).

Insurance
The Insurance tab on a business record allows you to store and track insurance policy information for that company. This is particularly useful for verifying that vendors, subcontractors, and other partners maintain required coverage before they are engaged on a project.

Information that can be recorded on the Insurance tab includes:

  • Insurance Type
  • Insurance Carrier
  • Policy Number
  • Coverage Limit (Per Occurrence)
  • Coverage Limit (Aggregate)
  • Insurance Contact Full Name
  • Insurance Contact Phone
  • Insurance Contact Email
  • Effective Date
  • Expiration Date
  • Notes

To add an insurance record, navigate to the business in your Project Directory, click the Insurance tab, and click Add.