How Do I Add Project Contacts and Milestones?

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After creating a project, you need to add contacts that are associated with the project. In addition, it's a good idea to set milestone events to ensure that the key events are achieved on schedule to successfully complete the project.

 

Assign Contacts

Do the following to assign contacts:

  1. Click Projects on the navigation bar.
  2. Select a listed project to edit.
  3. Click the General tab.
  4. In the Project Contacts section, click Add Contacts. The Contact Search Request screen displays.
  5. Enter the search criteria to find the contact to be added and click Search.
  6. In the search results list, click Add for the contact to assign.
  7. If this person is the primary contact, select the Default check box.
  8. Specify a role for the contact (Optional).
  9. Click Save .
  10. Repeat steps 4-9 to add additional contacts.

Add Milestones

Do the following to add milestones:

  1. Click Projects on the navigation bar.
  2. Select a listed project to edit.
  3. Click the General tab.
  4. In the Project Milestones section, click Add Milestones.
  5. Do one of the following:
  1. In the Date column, specify the date on which the key event is to be achieved. Click Save .
  2. Click Edit Milestone to go to the Calendar -Detail screen and modify details for the event.
  3. Repeat steps 4-7 to add additional contacts.

See Also