Using the Company tab helps:

• Define stakeholder roles in the project
• Keep track of customers, suppliers, and owners
• Simplify reporting and permissions management
• Ensure consistent data from the CRM

🖱️ How to Add Companies to a Project

1️⃣ Open the Project

Go to Projects from the left-side menu and open the relevant project.

2️⃣ Navigate to the Company Tab

Click the Company tab to see all linked companies for the project.

3️⃣ Click + Company

Opens the company search panel.

4️⃣ Search and Select the Company

Use the search field to find the company you want to link. Companies must be registered in CRM first.

5️⃣ Assign a Role

Choose the correct role for the company.

6️⃣ Save

Click Save to confirm the company link.

🔄 Managing Companies

• Edit Role: You can change the role of a company if needed.
• Remove Company: If a company is added by mistake, you can remove it from the project (as long as there are no dependent links).

🚀 Example Use Case

In a project called "Wireless 5G Expansion 2024", the manager links Triark AS as the Customer. Later, they add a supplier to manage subcontracted services.

❓ FAQ

Q: Can I create a new company from this tab?
No, companies must be created in the CRM module first.

Q: Is the company link required to start a project?
No, but adding at least a Customer is recommended for reporting and responsibility tracking.

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