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Add a Business in your Project Directory

The Project Directory is a subset of your company's Business Directory and specific to each individual project.

Each project has its own unique Project Directory. The Project Directory is a place to learn more about businesses and contacts your company knows about on the project. Each company on the project has its own unique Project Directory.

By default, you will show up as a contact and your company will show as a business in the directory. All other users you connect with will automatically populate your Project Directory as well.

The Project Directory is a subset of the overall Business Directory your company has. The Business Directory is only accessible by company administrators while the Project Directory is accessible by everyone on the project.

Add an Existing Business to the Project Directory

Use these steps when the business is already in your company's Business Directory, for example because it was added to another project.

  1. Navigate to the Project Directory by clicking the Directory icon in the left navigation menu of your project.
  2. Click the Add Business button at the top of the Project Directory.
  3. In the Add Businesses to Project window, search for the business, check the box next to it, then click Add Existing.

Add a New Business to the Project Directory

  1. Navigate to the Project Directory by clicking the Directory icon in the left navigation menu of your project, then click the Add Business button.
  2. If the business is not already in your company's Business Directory, click the Create New button in the Add Businesses to Project window.
  3. Fill out the required fields of the New Business form (Business Name). Then click Save.
  4. On the breadcrumb navigation, click the Project Directory link to go back to the Project Directory home screen.

    You will see the newly created business in the list with no contacts yet.

Note: Creating a new business on a project also adds that business to your company's overall Business Directory. That way, other projects can pull in the new business information without having to enter the information twice.