Overview
The Project Team / Directory allows you to build and maintain a list of all companies and contacts participating in a project.
Prerequisite
We recommend adding Contacts, Companies, and Employees to your company's workspace before setting up the Project Directory. Having this information already entered will speed up the creation of the Project Directory.
Process
Adding Contacts to the Project Directory
Using the Project Navigation Menu, open Project Team / Directory. The Directory will automatically list your company and your Client's company (if applicable). Your Client's company is chosen when adding a new project.
TIP: When you enter vendor contracts, those vendor companies will also populate the directory automatically. In this case, there is no need to add them to the directory first.
Click Add Project Members in the upper right-hand corner.
Search for the contact using their Email, Company, or Name. If you find the contact you are looking for, choose Bookmark or Invite. Choosing Invite will send the user an invitation to collaborate using INGENIOUS.
If you do not find the contact you are looking for, add a new contact by typing their email address and filling out the required fields.
Click Save.
Project Directory Statuses
A company on the project directory will have one of the following statuses:
Added - this company was invited to collaborate using INGENIOUS, and a user at that company has accepted the invitation.
Off-system - this company is not collaborating using INGENIOUS.
Pending - this company was invited to collaborate using INGENIOUS, and a user at that company has not accepted the invitation.
Removing a User from the Project Directory
If a user is tied to another item, for example, an executed contract, they cannot be removed from the project directory.
Users without a dependency, such as a contract, can be removed by an Administrator or by the user who added them.
Remove a user from the directory by clicking the Trash can icon next to their name. You can also remove a company and all of that company's associated contacts by clicking the 3 dots > Remove Company.
Managing Project Directory
Expand and collapse company sections for easier management and navigation. Use the Collapse All button in the top right to collapse all.
Use the Search Bar to search for a specific company or contact.
Managing Project Invitations
If you previously Bookmarked a user and now want to invite them to collaborate on your project using INGENIOUS, you can do so using the Project Directory.
Click Add Members. Find the bookmarked user and click the "x" next to their name.
Then, search for the user and choose Invite.
Click Save.
The user will now be listed as Pending. They will receive an email invitation to join INGENIOUS and collaborate on this project.