View active collaborators

The 'Directory' shows the list of all contractor companies, including the general contractor, trade and specialty subcontractors, architects, engineering companies, consultants, 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

• Ensure that you are in the management console of the project
• Click the app launcher  , select 'Project,' then select 'Directory' on the top.
• Click 'Contractors' > 'Active' from the options on the left

The 'Companies' screen shows the project managers and other project team members. 

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 'Search' box located at the top left to locate projects using any value from the table as search criteria 
• The options at the top right allow you to filter the entries, create nested groups of entries, and manage personalized and customized views of the table. Use the links below to learn more about these:
  • Filter Options in List Views
  • Group and Organize Items in a List View
  • Manage Custom List Views

Download the report

• Click the  icon at the top-right to download the list of companies as an Excel file