In the portfolio or project settings, you can create company records. The list of companies and all company details are the same in both places.

Companies can be categorized in the following ways:

  • Primary company: The company named in the Information panel of the Project form. The sharing setting can be set to include the primary company.
  • Participating company: The company of a record participant. The sharing setting can be set to participating companies.
  • Project company: A company that has at least one contact with access to the current project. Only project companies can be selected directly in company fields, but you can search for non-project companies through the Company Search dialog.