Select Company Dialog Box


Use this dialog box to select a company to enter in a company field.

Search

Enter the search criteria in the Search field then click Search to search for an issue.

Add Company

Click to add a new company to the Company Directory.

Add Company appears if you chose to organize by company. You must have Add and Edit access rights for the Company Directory module to use this feature.

Companies

This list displays all available companies that you can choose from.

Click a letter to see a list of companies whose names start with that letter. Click Select next to the name to choose the company. The dialog box closes automatically and inserts the company in the field.

Cancel

Click to cancel without saving any changes.

How to access this dialog box:

This dialog box is accessed by clicking Select  or the Select link corresponding to company fields from various document windows and dialog boxes.

Specifically, you can open this dialog box by doing the following:

  1. Right-click on the project name in the Project View and click Project Settings.
  2. Click the Key Parties tab.
  3. Click Select next to one of the following fields:
    • Your Company
    • Owner
    • General Contractor
    • Engineer of Record


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Last Published Wednesday, June 17, 2015