You can add internal contacts from your organization to a project, such as contract managers, project managers, and stakeholders.
To add an internal contact to a project:
-
Navigate to the project.
You can search for projects using the
Search Projects link in the
Activity Zone. Projects that you are linked to also appear on the History tab on your contact record, and in the Projects dashpart in the
Personal Zone.
-
In the Internal Contacts band, click
.
-
On the Add Contact window, enter the name of the contact in the
Contact field. When the name of the contact appears, click it to select it.
-
If the contact is a key contact, select the
Key Contact check box.
-
If the contact will be an active contact, select the
Active Contact check box.
- Optional:
In the
Role Details field, enter the contact's role.
- Optional:
Under Role Type, select one or more roles to assign to the contact.
- Optional:
Click
Save.