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Creating a New Company

You can add any number of companies to Proliance in the Organization work area, using any of the following registers: Companies, Org Companies, or Business Units. Ensure that you are using the correct register for the type of company that you are adding. For example, define subsidiaries of your organization in the Org Companies register, not the Companies register. New companies you create are not included in any workspace, or portfolio until you add them, either directly or indirectly.

Before creating a new company, make sure that you have all the information that you will need, including:

• Addresses for the head office and each location
• Insurance and bond records
• Staff or contact names
• Telephone numbers and email addresses

If you do not have all the pertinent information available right now, you can create a new company with minimal information, then edit the company later to add the missing information. To create a company, your security role in the Organization work area must have permission to create companies. For more information, see "About Security Permissions".

To add a company

You should do the following after adding a company:

• Create a location. All companies should have at least one location defined. For more information, see "Creating a New Location".
• Add a staff member. If you just created a business unit, you should add at least one staff member to this business unit. For more information, see "Adding Existing Staff".