Add companies to the project directory

1. Go to Projects and select the project in the Quick Select section.

2. On the Project Home page, select Project Directory in the Project Team section.

3. Select Actions, and then select one of the following options:
   • Add Companies to Directory from Contact Management
   • Add Companies from Bidder List in Contact Management
   • Add Companies using Company Types from Contact Management
   • Add New Company to Sage CM and Directory
4. Optionally, use the search field to filter the listing.
5. Select one or more companies and contacts from the list.

   A company or contact is not listed under the following conditions:

   • The company or contact is in the project directory.
   • The company or contact is marked as inactive.
   • The company or contact is not in the system.
   • The company does not have a contact.

     This is applicable if the Specify Contacts for Project option was selected when the project was created.

6. Select Add.

   The company and contact will be removed from the available list and will be added to the Project Directory.