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Project Contacts

Manage the people associated with your project.

Accessing Project Contacts​

  1. Open your project
  2. Click the Contacts tab

Managing Contacts​

Adding a Contact​

  1. Click Create New Contact
  2. Search for an existing contact in the list
  3. Select the contact's Related Stakeholders association
  4. Click Save

Viewing Contacts​

The Contacts tab shows all people linked to this project with their:

  • Name
  • Related Stakeholders
  • Contact information

Removing a Contact​

  1. Find the contact in the list
  2. Click Remove or the delete icon
  3. Confirm removal

[!NOTE] Removing a contact from a project does not delete them from the Contacts module.

Field descriptions​

The Project Contacts tab may show:

  • Contact List — Contacts linked to the project
  • First Name, Last Name, Email Address, Phone Number, Company, Position, Location, Timezone
  • Related Stakeholders — Stakeholder associations for the contact
  • Contact Role Name — Role shown for the project contact

Related: