Configuring Companies + Projects Profile Associations

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.

Filters

• 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