To add a company into Projectal, follow these steps:

1. Go to the Management screen by clicking Management on the left sidebar.
2. Click the Companies button to display the Companies screen.
3. Click the Add button on the Companies screen toolbar.
4. This will display the New Company screen.

Company Avatar

Click the Pencil icon to add or change the company avatar (or logo).  This will display the Files screen and allow you to select a file that you have uploaded into Projectal.

Click the Delete icon to remove the company avatar.

Company Banner

Click the Pencil icon to add or change the company banner.  This will display the Files screen and allow you to select a file that you have uploaded into Projectal.

Click the Delete icon to remove the company banner.

Parent Company

Click the Select button to display the Parent Companies screen.  This will let you select a company to designate the parent company of the company that you are adding.

Note: The primary company is always at the top and does not have a parent company.

Click the Remove button to remove the selected parent company and return the parent company back to the primary company.

Name

Enter the name of the company.

ID

Enter an optional identifier of the company.  It could be the short code for the company.

Type

Select the type of company has in relationship to its parent company.  It may be a subsidiary, contractor, partner, affiliate or office of the parent company.

Tip: You can change the names and number of company types to match the way your company works using the Lists screen.

Color

Click the color swatch to set or clear the color for the company.  The color can used in other screens to highlight items by company.

Location

Click the Add Location button to display the Locations screen.  Select a location of the company to designate its location and working calendar.