Managing Contacts on a Project
Every project that you run involves a number of people. These can be internal people from your own organization, such as project managers, stakeholders, and contract managers, and people from external organizations, such as contractors, surveyors, and so on.
Only contacts that are assigned to a project can view the project and all related project information, such as documents and emails. For each contact that you add to a project, you can assign them one or more project roles to grant them specific access permissions.
- Related Topics:
- Add an Internal Contact to a Project
You can add internal contacts from your organization to a project, such as contract managers, project managers, and stakeholders. - Copy Internal Contacts to a Project
To save time, you can copy internal contacts from another entity record to a project. For example, you can copy contacts assigned to a similar enquiry or project. - Add an External Contact to a Project
You can add contacts from an external organization to a project, such as contractors and subcontractors. - Copy External Contacts to a Project
To save time, you can copy external contacts from an external organization that is already linked to a project. - Edit a Contact on a Project
You edit a contact to update their role details on a project, such as whether they are a key or active contact, and what roles they have. - Remove a Contact from a Project
You can remove a contact from a project if the contact is no longer working on it. When you remove a contact, the contact can no longer access the project record, or any information associated with it.
Parent Topic: How to...