How-to Add Stakeholders

  1. Click the Projects or Portfolios tab in the MyBar.
  2. Select the Project or Portfolio that you wish to manage stakeholders for.
  3. Click the Stakeholders section in the Sections Bar.
  4. Click the "Add New" button, located on the top-right of the "Add New Stakeholder" header.
  5. Populate the required input fields.
  6. Once the information has been populated and the "Contact Method" selected, click the "Save" or "Save & Close" button.

See also:

 

If you need further assistance, please submit a Ticket or contact your Customer Success Specialist directly.

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