Manage project contacts

To share project information with the other parties of the project, you need to add the parties to the project management job. To add the necessary companies and contacts to the project use the Add Contact command. You can also modify the existing companies and contact persons, or remove any unnecessary companies from the project.

We recommend that you add at least the client as this is where we specify vital information such as key contacts and the jobsite address. We also recommend that you add in any company that you will be sending drawing transmittals and requests for information.

Any company and contact that you wish to add to a project must first exist in the address book. See Add contacts to the address book and Add companies to the address book.

Add a company contact

In the Project Contacts section of the Project dialog, click Add Contact.

The Contact Properties dialog opens.
Select the company type in the Type list.
Do either of the following:
- To add a company that has been saved in the Address Book, select the company in the Name list.
- To add a new company, type the name in Name.
  1. In the Name field, type the name of the new company.
  2. Press Enter on the keyboard.
  3. To add the new company in the Address Book, click Yes.
  4. To add new contacts, click Edit.
If necessary, type the title of your contact person in the Title field.
In the Ship To Address and Bill To Address lists, select the right shipping and billing addresses.
In the Contact list, select the contact that you want to add.

Note that the contact needs to be saved in the Address Book.
Click OK.

Modify a contact

In the Project Contacts section of the Project dialog box, select the contact.
Click Properties.
If necessary, change the company by selecting another company in the Name list.
If necessary, change the title of your contact person in the Title field.
In the Ship To Address and Bill To Address lists, select the right shipping and billing addresses.
In the Contact list, select the contact person that you want to use.

Note that the contact needs to be saved in the Address Book.

If you want to change the contact details of a contact person, you need to do so in the Address Book.
Click OK.

Remove a company from the project

Removing a company from the project is permanent and cannot be undone. If you remove a company, you will no longer be able to send project documents to the company.

In the Project Contacts section of the Project dialog box, select the contact.
Click Remove Contact.
To permanently delete the contact from this project, click Yes.