Projects - Contacts Table Formats (PRContactAssoc)
Follow Ajera CRM specifications for preparing a file containing project-contact associations.
| Field Name | Data Type | Length | Notes |
|---|---|---|---|
| WBS1 | varchar | 30 | Project record number; primary key; must exist in PR |
| ContactID | varchar | 32 | Internal identifier for the contact; links to the Contacts Table; primary key; must exist in Contacts (ContactID/(LastName,FirstName,MiddleName,ClientID/Client)) |
| Role | varchar | 10 | Contact's project role; null or must exist in CFGContactRole (Code/Description) |
| RoleDescription | text | 16 | User-entered text describing the role |
| PrimaryInd | varchar | 1 | Variable indicating whether or not the contact is the project's Primary Contact; default is N (No) |
| TeamStatus | varchar | 8 | Variable indicating the status of a contact being added to a project team; valid options are Active (approved) or Proposed (awaiting approval) |