Project Contacts (Other) List - Overview
Updated
Suggested Prior Reading
Project Contacts (Other) Lists - Overview
The Project Contacts (Other) List, is where Project Contacts can be viewed or managed that are NOT the Contacts that have direct responsibility for managing, or overseeing the project, but are contacts such as Owner(s), Architect(s), Contractor(s), Subcontractor(s) and Vendor(s) that are recorded for easy reference and can be assigned to items. (These types of Contacts are sometimes referred to as the Project Address Book).
Note* The help refers to this list as (Other) to differentiate it from the Project Contacts setup directly on the View/Add/Edit Project Details.
The list can can be searched and filtered.
Note* If search criteria has been entered or filters applied, the list will show only those that match that criteria.
It is also where:
- Project Contacts can be added, edited, removed from being a Project Contact
- The Project Contact list can be exported to PDF or Excel
More Information
For more information on the Project Contact (Other) List, see:
- Project Contacts List (Other) – Layout and Navigation
- Project Contacts (Other) List - Search and Filter
Next Steps
To add a project contact, see Project Contacts (Other) - Add Contacts
To view or edit an existing Project Contact (Other), see Project Contacts (Other) - Edit
To manage Trades of a Project Contact, see Project Contacts (Other) - Manage Trades
To set permissions for a Project Contact specific to that Project, see Project Contacts (Other) - Permissions
To set notifications for a Project Contact specific to that Project, see Project Contacts (Other) - Notifications
To remove a Contact from being a Project Contact, see Project Contacts (Other) - Remove
