If your company has set up Partner Companies, those companies can become eligible to be added to projects. When added to a project, these companies become Member Companies, and their users can participate in projects with any permission level you set for them.
Note: The list of eligible partner companies is maintained in the Partner Companies log. In Administration Mode, navigate to Company > Partner Companies to view the list.
Creating and Managing Projects
Managing Project Users and Groups
Setting Up Automatic Status Update
Create an automatic project status update setup
Choose the order of non-active statuses (Settings tab)
Define status change query and trigger conditions (Settings tab)
Define project status update schedule (Schedule tab)
Activate or deactivate an auto-update status setup
Set permissions for automatic update of project status
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Last Published Monday, April 11, 2022