Create a list of people that are working on the project such as the client, external consultants, project manager, builders, and list the internal staff that are part of the project team. Use this list to look-up their contact information to send out email correspondence, project proposals, and invoices. Select which of the project contacts have access to use the project portal.
Getting started
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Setup required before use |
Who can use it? |
Where is it? |
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User Assistant project manager Project manager Director access Assistant administrator System administrator |
Open Project > Project contacts tab |
Tip: Hide contacts by making them 'inactive' when they are no longer part of the active project team.
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