Project Directory

Structured project directory template. Organisations, roles, contacts and responsibilities in one connected hub.

Organisations and individuals
Track organisations with roles, codes and addresses alongside individuals with contact details and competence scores.
Standardised role mapping
Map organisations to project roles with standardised codes aligned to ISO 19650 or your own conventions.
Connected to other trackers
The directory feeds into resource planning, approvals, workflows and information management across your hub.
Import and export
Import existing directories from Excel and export to Word or Excel for formal submissions.

What is a Project Directory?

Keep your project team organised and aligned with Morta's integrated Project Directory. Traditional directories are often buried in static documents or spreadsheets, making it hard to keep track of roles, responsibilities, and contact details as teams change. Morta replaces these outdated methods with a single source of truth that ensures your directory is always accurate, accessible, and connected to your project workflows.

With Morta, you can build and maintain a structured Project Directory that clearly sets out responsibilities, communication details, and organisational roles. Automated updates and centralised access eliminate the confusion of outdated files, while configurable templates ensure consistency across projects and organisations.

Equip your organisation with practical tools that make managing project participants simple and reliable. Morta helps you reduce miscommunication, strengthen accountability, and ensure your entire team is always working from the same page.

Frequently asked questions.

Common questions about this template and how it works.

Can I track both organisations and individuals?

Yes. Morta's directory has two layers: an organisation register and an individual register. Both are linked so you can see which individuals belong to which organisations.

Does the directory integrate with other Morta trackers?

Yes. The project directory is connected to resource planning, approvals, workflows and information management — so changes to roles or contacts propagate across your hub.

Can I use standardised organisation codes?

Yes. Organisation codes are fully configurable and can be aligned to ISO 19650, Uniclass or your organisation's conventions.

Can I import an existing directory from Excel?

Yes. You can import organisation and contact data directly from Excel and export to Word or Excel for formal submissions.

Build your project directory.

Copy this template for free and customise it to match your project structure.