Skip to content
Get started
Projects: Create a structure of entities
Overview
When it comes to creating a group of legal entities for the purpose of holding porpoises or for better geographical or jurisdictional oversight, it is possible to group these entities under a project and gain a comprehensive understanding of the relationships between the entities, ownership, and responsibilities.
Create a structure of entities
To create a project, several details need to be assigned, including a name, status, group affiliation (if applicable), activation status, current status, asset class (if applicable), and the corporate officer responsible for overseeing the project. On the second tab, it is possible to assign the entities that belong to the project.
Structure Charts
Once the project is finalized, on the "Entities" section of the chart overview, you can view the ownership of each entity and the relationships between them. Additionally, you can highlight users and assign custom colors.
Have more questions?
Want to print your doc?
This is not the way.
This is not the way.
Try clicking the ⋯ next to your doc name or using a keyboard shortcut (
CtrlP
) instead.