Click on
> StakeholderAdd 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
Click on Save & Exit. 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;
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
In the Summary tab:
Timeline - Link any interactions or tasks
Tagging - Assign the Tag/s connected to this stakeholder
Relationships - Link the relevant Organisations or Individuals and define the relationship they have in the relationship card
In the Details tab:
Additional Contact Details such as address, phone number, email or social media.
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
Note that if adding/ removing stakeholders between projects isn't working, your admin may need to change the contact group settings.