How to add a Company to your project

To facilitate statewide reporting, Companies are stored in a global list. Companies from this global list can then be associated with specific projects. This page outlines how to create new, and associate existing, companies with a project.

NOTE: Due to the configurable nature of the FACS Platform, the specific name of some Labels or Field Names may differ from this example and your portal.

Add a Company to your Project

To add companies to a project, navigate to the Admin > Project Admin > Project Company area and select the New button.

TIP: If you do not see a New button select a project from the top dropdown menu.

Number	Description	Example	Usage
1	Filter	Bowers	Use the Filter to search the list of global companies that can be associated with the project. If a Company does not exist in the global list, it needs to be added. Click here to see how to add Companies to the global list.
2	Phone	808-836-77877	Phone number for the company office supporting this project.
3	Company Type	PM Consultant	Role the company is fulfilling on the project.
4	Federal Tax ID	-	-
5	Address	94-408 Akoki St, STE 201-A Waipahu, HI 96797	Address for the company office supporting this project.
6	Prime Contractor?	Yes	Check this box if the Company is the Prime Contractor.

TIP: When searching for a Company using the Filter, ensure to try any possible abbreviations for the company name that may exist. As an example, 'Bowers and Kubota', 'Bowers & Kubota', 'Bowers + Kubota' are all common ways this example Company may have been entered.

Create a new Company

To add a company to the global list, navigate to the Admin > Portal Admin > Company area.

Number	Description	Example	Usage
1	Filter	A&M Trucking	Use the filter to confirm the company does not already exist under a different spelling.
2	New	-	If the company does not exist, it needs to be added by pressing the New button.

Number	Description	Example	Usage
1	Name	Bowers and Kubota	Enter the companies name, ensure to check spelling and include any 'llc' or 'inc.' abbreviations as necessary.
2	Cancel - Save	Save	Click the Save button to add the company to the global list.

NOTE: Before creating a new company, check to ensure the Company doesn't already exist with a different spelling.

If you have any questions, or need additional assistance, please reach out to our support team at support@facsware.com and we will be happy to assist you.