Add Staff to a Project
- Navigate to “Projects”
- Select the project you want to update from the project list
- Under “Staff”, click “Edit”
- Select the avatar(s) and/or initials of the individual(s) you want to add
- Click “Save”
Add Contact(s) to a Project
- Navigate to “Projects”
- Select the project you want to update from the project list
- Beside “Contacts”, click “Add”
The Primary Contact is identified under Role and must be set during project creation or by selecting “Edit” in the Project Actions Bar.
- Select or search contact(s) to add from the dropdown list
- If the contact is not available, see Contacts to create a new entry
If the contact exists but information is incomplete, select the contact, click “Save Changes”, then select the applicable Company/Client in the project-specific Contacts list to open the Edit Client window and update details.
- Click “Save Changes”
Contacts added to a project are used for communication, transmittals, and project documentation.
Edit the contacts role by clicking inside the Role field and entering the role.
Identify the billing contact by enabling the toggle in the contact row.