Delegate a Contract Item

You can delegate a contract item that requires your response to another person on the project. For example, you might delegate a RFI to someone who has more knowledge about a certain aspect of a project.

To delegate a contract item:

  1. Navigate to the Personal Zone
  2. On the CM Notifications Dashpart, click to expand the CM Item For Review section.
    If the CM Notifications Dashpart is not displayed, click to add it.
  3. Click for the item that you want to action.
  4. On the contract item page that displays, click Delegate.
  5. In the Recipients section, select the person that you want to delegate the item to.
  6. Click Finish.
    The person that you selected to delegate the item to is notified by email.