Create a Vantagepoint Project in Connect for Outlook

While working with an email, you can add a new project record directly to Vantagepoint. This associates the project with the email's associated contacts and firms.

When you open the Context Pane, the Vantagepoint information is shown for the sender and recipients of the email message, if they exist in Vantagepoint as contacts or employees. If the sender or recipients are not recognized as Vantagepoint contacts, you have the option to create a contact record. Based on the selected email, the contact and/or employee's email address and associated firm (if available) are added to the respective fields on the Context Pane.

Prerequisites: Open and pin the Vantagepoint Context Pane

To create a project record in Vantagepoint:

1. To create a project, complete one of the following actions:
   • In the Context Pane, click Create Project to open the Vantagepoint application, automatically log in to your account, and display the New Project form in the Projects hub. You must complete the Name and Stage fields on this form. The Number field is also required but may populate depending on your auto-numbering settings. Click Continue to proceed to the New Project form.
   • Use the New Project option on the Contact or Firm card. This creates a new project and automatically associates the primary client if you created it from a firm or contact, and the primary contact if you created it from a contact.
2. Complete the new project form fields with details about the new project.
   See the Projects hub help topics for information on the project fields.

   The contact and firm that are associated with the gmail are added to the respective project fields.

   Security: Your Vantagepoint security rights apply to Connect for Gmail.

3. Click Save.