Adding an Architect to Project’s Contact List

This entry is part 4 of 31 in the series Focus Guide - Schedule of Values (SOV) Billing

To add an architect to a project’s contact list:

  1. On the Project Dashboard, click Show Hidden.
  2. Look through the Contact list by Role. It is possible the the architect for this project is there but currently hidden (ie, the Show checkbox is not checked). If this is the case, select the Show on the architect’s row.
  3. Otherwise, click Add.
  4. In Name, beginning typing and then select from the auto-complete choices, or click lookup and select the architect.
  5. In Role click lookup and select Architect.
    Note: If Architect is not an available choice, see the System Administrator or Manager to assign the role.
  6. Accept the row.

 

 

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