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Adding a Company to a Work Area

When a company in your Organization work area has employees that are involved in managing a portfolio or workspace, you can add it to the appropriate work area by using the adding feature in Proliance. From the other work areas, company documents are completely uneditable, contain the same information as in the Organization work area, and exist only for information and reference purposes.

To add a company to a work area, your security role in the Organization work area must have permission to read that type of company. For more information, see "About Security Permissions".

Adding a company does not automatically include any of its contacts or staff members. If any of these are involved in the other work areas, they must be added individually. For more information, see the following topics:

You can add a company from either of the following places:

ClosedTo add a company from the register

  1. Open the appropriate Companies register from the Organization work area.
  2. Select the check box next to the companies to add.
  3. Choose Tools > Add to Portfolio/Workspaceto add the companies with the checked boxes.

    4. The Add Company Wizard appears.

  4. Follow the directions in the wizard to add the company.

ClosedTo add a company while viewing the company document

  1. Open the appropriate Companies register from the Organization work area.
  2. Select the company to add.

    3. The Main page of the company appears.

  3. Choose Options and select Add to Portfolio/Workspace.

    4. The Add Company wizard appears.

  4. Follow the directions in the wizard to add the company.

When the addition process is complete, the company should now be visible in the Companies register in the selected work area.

Note:

  • You need to have the following security permissions at a minimum in order to add a company:  
    - Company: Read
    - Workspace Properties: Read, Read All Instances
  • When adding a contact or staff member to a work area, Proliance will add the company to the work area if that company isn't already part of the work area. For more information, see "Indirectly Adding a Company to Another Work Area".
  • You can add a company more than once to a work area, although it is not necessary because of the synchronization relationship. All changes made to a company from the Organization work area are automatically copied to each work area the company has been added to.