Click on
the + button in the top left corner
Screenshot shows the location of the + (add) button
Select Stakeholder from the dropdown menu
Screenshot shows the Stakeholder option on the add menu
Add the required field details;
Type - Individual or Organisation
First Name and Last Name
Email and Mobile Number
Organisation and Position
Contact Group
Any Custom Fields if they have been set to show on the Display on add page
Select the '+' Add More button to add in the following details
Address
Relationship Manager
Mapping Fields
Link Interactions
Tag
Screenshot shows an example of a filled out new stakeholder card
Click on Save & Close. The record has been saved.
Or, Click on Save & Continue. The stakeholder record will open where additional details can be added.
First, enter the stakeholder mapping values; This is found on the left hand side, the values can be set or changed using the edit button.
Interest - The level of interest this stakeholder has with the project (Think of “interest” in more of a legal sense of a right to be involved or consulted).
Influence - The level of influence on a project, depending on their ability to impact the process and outcomes.
Impact - The level of impact the project will have on this stakeholder
Effort - How much effort would be needed to improve the relationship with the stakeholder
Position - The position of the stakeholder towards the project
Criticality - How critical is this stakeholder to the success of the project
Screenshot shows the location of the stakeholder mapping values
In the Activity History tab:
Timeline - Link any interactions or tasks
Screenshot showing where the tabs are located
In the Relationships tab
Relationships - Link the relevant Organisations or Individuals and define the relationship they have in the relationship card
Use the Stakeholders view to link or unlink related Organisations and Individuals
Use the Network Chart view to see how these Stakeholders relate to each other
Screenshot shows how to switch between relationship views
In the Details view:
Additional Contact Details such as address, phone number, email or social media.
Assign the Tag/s connected to this stakeholder
Assign a contact groups
Additional information or an alert in Notes
Assign a Relationship Manager
Upload any Files
Add and remove stakeholders across other projects
link properties
Screenshot shows the details view, including the option to scroll down for more information
Note that if adding/ removing stakeholders between projects isn't working, your admin may need to change the contact group settings.
For more help
For more information, to arrange a demo or for product training please contact your Customer Success Account Executive or email [email protected].