Companies


Companies are used to represent commercial entities that participate in the delivery of the project. Companies can be used to group resources and associated Usage by their employing company.

Create a Company

  1. Select Resources>Companies.
  2. Select   Add Company​.
  3. Enter the Company Name, this must be unique.
  4. Enter Supplier reference number, Tax identification number, ABN and Description, as needed.
  5. Select Create Company.

Edit a Company

  1. To edit a Company, click on the   icon to the right of any existing Company.
  2. Edit the Company Name, Supplier reference number, Tax identification number, ABN and Description, as needed.
  3. ​Click Update Company.
  4. To delete a Company, click on the   icon​​.
    If a Company has a grey icon  , there are existing records associated with the Company and it cannot be deleted.