Creation and Assignment of Companies

Configure the Companies of your project to assign them to the tasks in which they participate.

There are three ways to add Companies to your project:

1. New Companies:

From Project Settings, Companies tab, you must click on the "+ Create Company" button. A window will open where you can enter all the subcontract information, and you can also assign an image and a color label to recognize it more easily.


2. Companies that have participated in other company projects:

From Project Settings, Companies tab, you must click on the "+ Assign Company" button. A list will open with all the subcontracts registered in the company, where you can select those who will participate in your project.

   

3. Quick creation from Lookahead
There is also the option to create a subcontract directly from the Intermediate Plan. For this you just have to click on the Subcontract field in the corresponding task and then select "+ Create". The same window as in point 1 will open to add the information.

 

Once a company has been created for your project you can begin assigning users to that company. Furthermore, when you assign a user in the responsible column of a task, it will automatically assign their company as well.

To learn more about assigning responsibility to a task check out this article How to Assign Responsibility to a Task