Stakeholder collaboration lets the company that owns a project bring an outside company onto that single project as an External Stakeholder. Instead of giving another company access to your whole account, you share one project and give their people the right level of access for their part of the work.
You manage stakeholders from a project's Users settings page, in the External Stakeholders section. That section appears only on projects your own company owns.
Who the stakeholders are
Each company you add takes one of three roles. Oversite sets the role from the type of company you invite, so you do not pick it by hand.
Role | Who it is | What they can do on the project |
Project Owner | The agency that owns or sponsors the project. | Sees all shared project data, adds their own view-only team members, and can invite other contractor companies. A project has one Project Owner. |
Project Contractor | A contractor company doing the work. | Sees all shared project data and adds their own view-only team members. A project can have as many contractors as you need. |
CEI Stakeholder | Another engineering or construction-management firm. | Adds their own team members, who can create and manage inspections, change orders, and pay requests. |
Note: These roles are for outside companies. To add people from your own company to a project, use the Internal Users section of the same settings page, not stakeholder collaboration.
How stakeholder collaboration fits into Oversite
The sharing controls live on the project's Users settings page. Once a project is shared and companies are added, each company also appears in the External Stakeholders area on the project dashboard.
Sharing reaches the records under that one project. Stakeholders can view the shared project, its inspections, and its items. Contractors and owners can sign or decline change orders routed to them (see Routing and Approving a Change Order), and CEI stakeholders can work on inspections, change orders, and pay requests. Stakeholders see nothing from your other projects.
You can also add stakeholders while building a project, in the Stakeholders step of the project wizard. See Creating a Project.
Private or shared
A project starts private to your company. Before you can add anyone from outside your company, you set the project to shared. Once external users are on the project, the private-or-shared choice locks until you remove them.
What a shared project shows a stakeholder
When a project is shared, stakeholders see that project and the records under it, grouped as project details, inspections, and items. To see the exact list in the app, click the question-mark icon next to Who should have access to this project? to open the What is shared? panel.
Frequently asked questions
What is the difference between a Project Owner, a Project Contractor, and a CEI Stakeholder?
The Project Owner is the agency that owns the project, and a project has one. A Project Contractor is a company doing the work, and you can add as many as you need. A CEI Stakeholder is another engineering or construction-management firm, whose team members can create and manage inspections, change orders, and pay requests.
Does adding a stakeholder give them access to my whole account?
No. A stakeholder company sees only the project you shared with them, not your other projects or the rest of your account.
Who can add and manage stakeholders?
People from the company that owns the project, working from the project's Users settings page. The External Stakeholders section appears only on projects your company owns.
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