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) 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.
- Click “➕” in the top-left corner of the table
- Enter the name of the contact associated with the project
- If the name appears, select it 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.
- Add additional contacts as required
- Click “Save Changes”
Contacts added to a project are used for communication, transmittals, and project documentation.