Enter or amend project contact information

Use the Contact Info tab to record contact information details for the project.

Note: This tab is only available for projects that are set to display contact information. To display this tab, the Record contact information needs to be enabled for the project level's Display features.

To manage contact information

Open: Project Accounting > Amend Project.

  1. Select the project level from the structure
  2. Select the Contact Info tab.

    • To add a new contact, click Add.

      Enter the details for the contact and click OK.

    • To amend details for a contact, select the contact and click Edit.
    • To delete a contact from the list, select the contact and click Delete
    • To set the contact's address as the project delivery address, click Set as Delivery.

      For example, the contact's delivery details will be used for purchase orders that are assigned to this project.