Add Companies to Project Directory

1. Click the Project icon on the left menu.
2. Select the Project.
3. On the Project menu, under Project Team, select Project Directory.
4. Select Actions, and then select one of the following options:
   • Import Companies and Contacts
   • Import Companies and Contacts from Bidder List
   • Import Companies and Contacts using Company Types
   • Add New Company and Contact to Sage Construction Management and Directory
5. Optional: Use Company Types and/or Search field to filter the listing. If the company or contact is not listed then this could indicate the following.
   • Company or contact is already tagged for the Project Directory.
   • Company or contact is marked inactive.
   • Company or contact is not in the system.
6. Click the checkbox next to company or contact to be added.
7. Click the Add button at the bottom of the form. This will remove the company or contact from the available list and add it to the Project Directory.