View active collaborators

The 'Directory' shows the list of all contractor companies including the general contractor, trade and specialty subcontractors, architects, engineering companies, and vendors enrolled in the project. The module serves as a single page of reference for all participating contractors to find the contact details of other team members.   

To open the directory interface

• Open the project management portal and ensure that the 'Project' tab is open
• Click 'Directory' > 'Active' on the left.  

The screen shows the details of the companies associated with the project:

• Company - The name of the company
• Business Type - The nature of their business, whether they are the general contractor, subcontractor, architect, etc. 
• Contact Person - The  name of the primary contact person of the company
• Contact Number - The phone number of the primary contact
• Contact Email - The email address of the primary contact
• Business Sub Type - The trade type of the business

The icon on the left lets you contact and chat with the person in charge of an active collaborator directly. See Chat with project contacts for more guidance.

Search and Filter options - Use the Find, Filter, and Table customization options on the right to search, filter, add/remove columns, etc. See Search, Filter, Column Customization, and Table Views for guidance on this.