Search Tips
Pgm: PMPCNT – Assign Project Contacts; standard Treeview path: Job Costing > Job > Assign Project Contacts
This screen is used to assign partners and contacts to a project. In the Selection Criteria section, select a company and project to assign contacts.
Partner Directory – Tab
This tab will display a list of partners associated to the selected company and project.
[Save/Refresh] − Button
Click this button to save changes and refresh the screen.
[Create a New Partner] − Button
Click this button to open the Add Partner pop-up window, where a new partner can be created and saved.
[Edit Partner] − Button
Click this button to open the Edit Project Partner pop-up window.
PmppAddrHyperlink
In this column, click the Address Codes link to open the Addresses pop-up window where a partner address can be added or edited.
Contact Directory – Tab
This tab will display a list of partners and their associated contacts for the project. Users may also edit and create new contacts.
[Save/Refresh] − Button
Click this button to save changes and refresh the screen.
[Display Partners and Contacts] − Button
This button displays a list of partners and the associated contacts for the selected project.
[Copy From Project] − Button
This button copies contacts from the project.
[Assign Roles] − Button
Select a contact from the Contact Log section. This button opens the PM Roles pop-up window where the user can check the boxes in the Select column and click the [Accept] button to assign roles to the selected contact. Click the [Cancel] button to close the window without saving.
[Edit Contact] − Button
Select a contact from the Contact Log section. When this button is clicked, it opens the Edit Contact pop-up window where the user can edit the user profile, address, and contact information for the selected contact. Click the [Accept] button to save the changes. Click the [Cancel] button to close the window without saving.
[Create a New Contact] − Button
Select a partner from the Contact Log section. When this button is clicked, it opens the Create Contact On The Fly pop-up window where a user can add and activate a new contact for the selected partner.