CMiC Field - Project Partner Directory

Screenshot of Project Partners.

Standard Treeview path: CMiC Field > Communication Management > Project Partner Directory

The Project Partners screen shows a log of the project partners.

[Assign] – Button

Press this button to assign created partners to the current project.

[Copy From Project] – Button

Press this button to copy the assigned partners from another project. Select the project from which to copy partners in the Source Project field. Check the ‘Also Copy Project Contacts’ box to copy the contacts and partners from the source project.

Action

The action column contains the following icons:

  • Address (Image of address icon): Add, edit, or delete an address from the partner’s address list.

  • Edit Partner Contacts (Image of partner contacts icon): Add, edit, or delete project contacts.

  • Edit Partner (Image of edit partner icon): Edit the partner information. Changes may only be made to the Sort Order, Abbrev, and Group fields.

  • Edit Notes (Image of edit notes icon): Add, edit, or delete any notes associated with the project partner. If notes already exist, a Checkmark icon (Image of checkmark icon) appears next the Edit Notes icon.

  • Delete (Image of delete icon): Delete the selected project partner. When a business partner is removed its underlying contacts are removed as well.