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You can add known people and organizations at the project level to support tagging and identification within project documents. To add a person or organization to a project, complete the following procedure.
  1. In the Project space menu, select Knowledge.
  2. On the Knowledge page, select the tabs to switch between Persons and Organizations.
  3. To add a new person, select New Person and either Create new person or Import persons from a CSV.
    1. Create new person: Populate the available fields and click Create.
    2. Import from CSV: Choose whether to overlay or append existing persons, add your CSV file, and select Import.
  4. To add a new organization, select New Organization and either Create new organization or Import organizations from a CSV.
    1. Create new organization: Populate the available fields and click Create.
    2. Import from CSV: Choose whether to overlay or append existing organizations, add your CSV file, and select Import.
After you add a person or organization, it appears in the Knowledge layer for use in project tagging.