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The Project Directory is the roster of every person and company involved in a specific project. Use it to add subcontractors, owner contacts, design team members, and inspectors.

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Open the Project Directory

  1. Select the project.
  2. Open Directory from the sidebar.
  3. The directory has tabs for People and Companies active on this project.

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Add a Person

  1. Select Add Person.
  2. Search the company directory for an existing contact, or create a new one.
  3. Assign a Project Role (Owner Rep, Architect, Subcontractor PM, Foreman, etc.).
  4. Optionally grant Project Access to the platform.
  5. Save the entry.

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Add a Company

  1. Select Add Company.
  2. Search the company directory or create a new company.
  3. Assign the company Trade (electrical, mechanical, GC, owner, etc.).
  4. Save the entry.

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Project Access vs Directory Entry

  • A directory entry is just a contact record.
  • Project access grants login permissions to view the project in Alleato OS.
Granting access is optional. Many directory entries are external contacts who never log in.