Add a Firm to a Project Team

On the Team tab of the Projects form, you can enter information about the firms that have a role in a project, such as the project owner (your client's client), your client, and key subcontractors.

To add a firm to a project team:

1. In the Navigation pane, select Hubs > Projects > Project.
2. At the top of the Project form, enter either a complete or partial name or number in the Find project lookup field to find and select the project for which you want to enter team information.
3. Click the Team tab.
4. If you are adding a vendor firm to the team and want to add that firm for a specific lower level work breakdown structure (WBS) element (for example, add a subcontractor to the team for a specific phase), click and select that WBS element in the Project Structure dialog box. (Client firms can only be added at the project level.)
5. Click + Add Firm to add a blank row.
6. In Name, select the firm.

   If a record for the firm does not yet exist in Vantagepoint, you can click + New Firm at the bottom of the drop-down list and use the Firms dialog box to add it.

7. In Type, indicate if the firm is a client or vendor for the project.
8. In Role, select the firm's role for the project (for example, Client, Owner, Architect, and so on).
9. In Role Description, enter any additional information about the firm's role.

   Click in this field to display the Role Description dialog box where you can see and make changes to the full text.

10. If the firm is the primary client for the project, click at the end of the row and click Make Primary.