Consultation Manager uses Projects to structure and segment data.Projects can be clustered into project groups so that you can report on a segment of Projects at once.Projects in the system might be used as physical locations, such as a worksite or a road upgrade, conceptual, like an education program or initiative, or perhaps geographical and segmented by regions.


Projects are the core level of data segmentation in the system, so it's important to understand how to change which Project you're working on. Access to a Project is also what determines which Projects will be visible to a User. Without access to Projects in the system, Users will not be able to see any records that are made Private to those Projects.

  • Projects can be added to the system by an Enterprise Administrator
  • Projects are selected when entering a record into Consultation Manager. This assigns the record to the Project.
  • A large Project can be segmented into smaller Projects in the system, allowing Users to view and report on specific areas of a Project.

Project view and Relationships:

When viewing a Project, the details of the Project will be on the left side of the screen. On the right are four tabs which are Project Teams, Relationships, and Classifications.

Project Teams: The Teams associated to the Project. You can create a Team of Users linked to an individual Project or multiple Projects, giving the Users within that team a Role which indicates their level of access. On the left side of the screen are the Team details and on the right side of the screen are the Users withing that Team and their details. 

Relationships: When viewing the Relationships on the left side of the screen are the Project details, on the right are the records related to the Project such as Stakeholders, Events and Actions. 

Classifications: This will list the classifications which are locked to a specific Project. This is handy if you have classifications you only want used on a specific Project.

The above image shows a Project with no specific classifications locked to that Project. 

Want to understand more about Project selection? Click here to learn more.