Sharing a Contact and Organisation Across Projects

Find the contact or organisation you wish to share across project(s).

1. Inside Edit Organisation or Edit Contact Screen, a new section will be displayed at the bottom of page, titled Shared Projects.
2.  Tick the projects you wish to share your stakeholder too. Please Note – at present there is no duplication check when sharing stakeholders so please make sure checks have been made prior

To learn more watch this short 2-minute video. 

Kindly Note: Shared Projects will only be displayed for users that have been assigned to more than one project.