Add a Company

Add the companies that work with your organization. After you add partner companies, you can add users to the companies.

To add a company:

1. From the  Main Menu, select  Global Admin.
2. Select Companies from the list.
3. On the Companies page, select  Add.
4. In the Add Company dialog box, complete the following required fields:
   1. On the General tab, complete the following fields:
      • Name: Enter the name of the company. If the company already exists in another Oracle Primavera Cloud instance, you can select it from the Import Existing Company list. You should not create a duplicate record for the same company.
      • (Optional) Complete other fields including Website, Status, Business Type, or Description.
   2. Select the Corporate Office tab and complete the following fields:
      • Postal Code: Enter the postal code of the corporate office.
      • Country: Select the country of the corporate office.
      • Entering a Postal Code and Country will generate City and State / Province.
      • (Optional) Complete the other fields, including Street, Street 2, Phone, Fax, and Willing to Travel.

        The Willing to Travel field specifies how far, in miles or kilometers, the company is willing to travel for work.

   3. (Optional) Select the Other Information tab, and complete any other fields or assign a Performance Rating by selecting the highest star of the rating.
   4. (Optional) Select the Configured Fields tab, and enter default values for any company specific fields.
5. Select Add.

Tips

• You can also add inactive companies or change active companies to inactive.