Manage your Company's Business Directory

• Overview
• Business Information

Overview

When managing your Businesses, you can add further details such as Legal information, Service Area & Scopes, Insurance information, and more.  Each option is described below. 

Business Information

Each business record includes information about the business itself in Details, but also shows Legal Information, Classifications, Service Area & Scopes, Addresses, Contacts, Insurance Information and Project Information.  Below is a screenshot of all of the tabs included under a business name, as well as a detailed description of the data that can be recorded.

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

Information that can be recorded on the Details tab includes:

• Business Name
• Business Type
• Company Website
• Headquarters Location
• Description

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

Note: The Business Name field on the Details tab is used to identify the company throughout ProjectTeam.com, including in the Project Directory, on forms, and in reports. Use care when editing this field, as changes will be reflected everywhere the business is referenced.

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 Business 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 Business 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 Business Directory, click the Service Area & Scope tab, and click Add.

Addresses
The Addresses tab allows you to enter in 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 Business Directory, click the Insurance tab, and click Add.

Projects
A list of projects the business has been added to (all projects where the business will appear in the project's Project Directory).  The Projects tab shows the name and number of each project.