Company - Main

Section	Company (Organization / Portfolios)	Org Company (Organization)	Business Unit (Organization)	Company (Workspaces/Portfolios)
Summary
General
Company/More Details
Legal Financial Info
Company Types
Business Unit Types
Market Expertise
Main Construction Divisions

• Current State: Indicates the current workflow state of the company document.
• Created On: The date the company document was created.
• Primary Contact: The primary contact of the company. For external companies, set the primary contact from the Contacts tab. For org companies, set the primary contact from the Staff tab.
  
  Business units do not have primary contacts.
• Primary Location: The primary location of the company. Set the primary location from the Locations tab.

The Project section displays a simplified version of the information available on the Projects tab. Use this section to quickly view a list of projects currently linked to the document, and to create, read and delete project links in edit mode. Information displayed in the project section is also available on the Projects tab, and any changes you make in the Project section is synchronized with the Projects tab.

Note: Like all other project-related user interface elements, the Projects section is hidden if no projects currently exist in the workspace.

Using the Project section, you can set the current document's project linking status to:

• None: Select to remove all project links for the current document. You can only remove project links if you have the appropriate role security permissions, and your contact document has a link to the same projects.
• One: Select to display a box where you can enter a single project link for the current document. Click the Magnifying Glass icon to display a list of available projects from which you can choose.
• Multiple: Select to display a box where you can enter multiple project links for the current document. Click the Magnifying Glass icon to display a list of available projects from which you can choose.
• All: Select to link the current document to all projects within the current workspace.

The current status of project linking is displayed in the section header so that you can quickly scan project status with all the sections on the Main page collapsed. The document must be in edit mode before you can update information in the Project section.

• Current State: Indicates the current workflow state of the company document.
• Description: Type a brief description of the company.
• IT Capabilities: Type a description of the IT (information technology) capabilities of the company. For example, this could indicate the type of network used at the company, or its Internet capabilities.
• Number: Type a string of characters that uniquely identifies this company, or leave it blank if Proliance is configured to supply one.  You can configure the format of this number by using Proliance Local Admin. For details, refer to "Editing the Number Format" in the Proliance Local Admin on-line help.
• Name: Type the name of the company or business unit for display purposes. This is usually shorter than the company's full legal name. The name is required.
• Parent Company: Click the Magnifying Glass icon to select the company that owns or controls the current company. For external companies, select another external company. For org companies and business units, select another org company.
  
  Business units must select their parent company from the field directly below the Main label.
• Company Logo: Enter the URL that points to the company's logo. The logo may be either in a JPG or GIF format.
  
  The company logo is only available under the General section for org companies and business units.

• Qualification History: Type historical information about a company's work and contracts. This history is typically provided by each company as part of their pre-qualification for work. Do not confuse this with the work history each company has with your organization.
• Litigation History: Type a description of the litigation history of the company. This could include both the times the company initiated litigation, or was named as a defendant in litigation.
  The litigation history is only available for external companies.

• Trading Name: Type the name of the company by which it conducts business. This is also known as its "doing business as" (DBA) name.
• Web Site:Enter the URL of the company's corporate web site. You can enter it with or without the "http://" prefix.
• Company Logo: Enter the URL that points to the company's logo. The logo may be either in a JPG or GIF format.
  
  The company logo is only available under the Details section for external companies.
• Vendor Number: Enter the number assigned to this company by your organization.  
• Short List Category: Indicates whether a company will be published in a short list.
  
  The Short List Category field is only available from the Workspaces work area.

• D&B DUNS Number: Enter the company's Dun & Bradstreet number (Dun & Bradstreet Data Universal Numbering System).
• D&B Rating :Enter the company's Dun & Bradstreet rating.
• Government Number: Enter a government-issued registration number.
• Incorporated Date: Select the date when the company was incorporated.
• Incorporated Location: Type the address where the company was incorporated.

This section lists the categories that describe the company or business unit. You can list as many categories as necessary.

Enter edit mode to do the following:

• To add a category, click Add Line and then select a category from the dialog box.
• To delete a category, select its check box and then click Remove Line(s).

This section lists the categories that describe the market expertise of the company. You can list as many categories as necessary.

Note: The Market Expertise section is available only in the Organization work area.

Enter edit mode to do the following:

• To add a category, click Add Line and then select a category from the dialog box.
• To delete a category, select its check box and then click Remove Line(s).

This section lists the categories that describe the division of work performed by the company for each location. You can list as many categories as necessary.

Note: The Main Construction Divisions section is available only in the Organization work area.

Enter edit mode to do the following:

• To add a category, click Add Line and then select a category from the dialog box.
• To delete a category, select its check box and then click Remove Line(s).