Project Directory listing

Once logged into the project, click the 'View Project Directory' button on the Project Homepage - Project Directory section. The Project Directory is comprised of Businesses, Contacts, and Users.

• Businesses - All businesses associated with that project, whether they are connected with your company or not.
  
• Users - Project Directory users include any user that is associated with the project regardless of the company to which they belong. This means that even if your company is not connected to another user's company on the project, but their company is on the project, those users will show up in the Project Directory.
• Contacts - Contacts are people who are added to the project directory by you or by other users on your project. Contacts are non projectteam.com users.

How are Businesses and Contacts added to the Project Directory

Businesses and contacts associated with those businesses are added to the Project Directory in the following ways.

1. When a project is created. Example; User A of Company A creates Project 001. Company A and User A are added to the Project Directory for Project 001 as a Business A and a Contact of A under that business.
2. When companies connect. Example; Company A invites Company B to Project C002. Company B accepts the invitation. Companies A & B are connected. Company A is added listed or added to the Project Directory
   1. Contacts - Company A's Contact who sent the Project Invitation is listed under Company B's Project Directory under Company A.
   2. Contacts - Company B's Contact who accepted the invitation is listed under Company A's Project Directory under Company B.
3. When a business is added to the Business Directory and the project is added to that business on the Projects tab for that business in the Business Directory. The business will be listed in the Project Directory
4. When a contact is added to the business in the Business Directory and the project is added to the contact under the PROJECTS section of that contact. The contact will be added to the Project Directory under that business.
5. When a Business is manually added to the Project Directory
6. When a Company adds a user to a project where two companies are connected. The added user is added to each company's Project Directory

Adding a new

Contact to the

Project Directory

Enter the project that you would like to add a new contact to. From the project homepage click  the "View Project Directory" button. In the project directory click the "Add New Contact" button at the top of the log. Complete all applicable fields. First and Last name are required. Click the "Save" button. The contact will now be added to the project directory.

Helpful Screenshots