Knowledge Architecture

Select Settings under Configuration.

Click Profile Associations and select Companies + Projects.

Configure filters to determine which companies show up on project profiles and which projects show up on company profiles.

1. Click the Settings Cog.
2. Select Settings under Configuration.
3. Click Profile Associations and select Companies + Projects.
4. Configure filters to determine which companies show up on project profiles and which projects show up on company profiles.
5. Click Save.

Show All Companies in the Source System(s) or only those included in the Company Directory

Show All Companies on the Project Record or only those with an Assigned Project Role

- Show All Companies in the Source System(s) or only those included in the Company Directory
- Show All Companies on the Project Record or only those with an Assigned Project Role

Configuring Companies + Projects Profile Associations

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Configuring Companies + Projects Profile Associations

Filters