Modify Project Team Member dialog box

This dialog allows you to modify information for existing project team members.

Your ability to modify a project team member record depends on your permission set.

Name

The name of the team member as it appears throughout Info Exchange.

Email Address

The email address assigned to the team member. Once the team member is saved, the email address becomes a live link. Project team members can click the email address throughout Info Exchange to send the contact an email message.

 

Project Roles and Permissions tab

This tab displays information on the roles and permissions assigned to the team member for a specific project.

Project Role

Company Role on Project

Displays the role of the team member’s company on the project.

Primary Contact on this Project

Mark this checkbox to make this team member a primary contact for the project.

Each project can have multiple primary contacts.

Role

Select the team member’s role on the project from the drop-down list.

Project Status

Indicates the project’s status as Active or Inactive.

Newforma Info Exchange Options

Allow Web Access to This Project on Your Info Exchange Server

Mark this checkbox to allow the team member access to the project on Info Exchange. When marked, the team member can see this project in the list of projects on Info Exchange.

Member Visibility on Info Exchange

From the drop-down list, select the Info Exchange visibility option to apply to the team members:

Select Visible to All External Project Team Members (Show Name, Company and Email) to allow all external project team members to see the team member on Info Exchange, but only the team member’s name, company and email address.

Select Visible to All External Project Team Members (Show All Information) to allow all external project team members to see all information about the team member on Info Exchange.

Select Visible to Fellow Company Members Only (Show All Information) to allow only external project team members with the same name in the Company Name field to interact with the team member via Info Exchange.

Select Hide from All Other External Project Team Members to prevent external project team members from seeing the team member on Info Exchange.

A hidden team member who is part of a group will not receive file transfers if an external team member picks the group to send a file transfer to.

Permission Set

Select which permission set to assign to the team member. The permission set determines which project items appear on each Info Exchange log for the team member.

Project Team Groups

Add to Selected Project Team Groups

Mark the checkboxes of the project team groups that you want to add the new project team member to.

Project-Specific Custom Fields

Any custom fields assigned to the project appear in this section. Complete the information as needed.

This section only appears when the project includes custom fields.

 

Contact Information tab

Company

The name of the company assigned to the team member.

Office Location

The company location assigned to the team member. Location is often used when the company has multiple sites.

Use Office Address Checkbox

Mark this checkbox to automatically complete the address using the stored address for the company and office location selected.

Country

Select the country from the drop-down list.

Address

Manually enter the complete address including city and state in the Address field.

Extract Address Into City, State, and Postal Code

Once you enter the complete address in the Address field, select the Extract address into city, state, and postal code link to populate the remaining fields.

When you use the Extract Address into City, State, and Postal Code option to enter the address, use commas as delimiters for the best results.

City

The team member’s city.

State/Province

The team member’s state or province.

Zip/Postal Code

The team member’s zip code or postal code.

Address Type

Assign a type to better describe the address. Options are  Mailing, Office, Job Site.

Job Title

The team member’s job title.

Department

The department to which the team member is assigned.

Work/Mobile/Home/Fax

The corresponding numbers for the team member.

Comments Tab

Enter any comments about the team member. Once a comment is saved, it cannot be modified.

Date

The date the comments were added.

Author

The creator of the comments.

Remarks

Any comments/remarks added to the team member.

Related To

The project name for which the comments were added to the team member.

Add Comment

Select to open the Comment dialog box to enter a comment for the team member.

 

Notes Tab

Add any additional text or images that are important for your team member information.

 

Custom Fields tab

This tab displays any custom fields created by the administrator for contacts. Fill in the field information as needed.

 

Project Assignments

This tab displays the projects to which the team member is assigned.

The information on the Project Assignments tab is read-only.

Number

The project number.

Name

The project name.

Type

The project type.

Phase

The project phase.

Status

The current project status.

Custom fields created for projects will appear on this tab as well.

 

Change Log

This tab displays a history of the actions taken for the team member, including when it was created, modified, who was involved, and any details.

The information on the Change Log tab is read-only.

Field

The field that was changed.

Date

The date the change was made.

By

The user who made the change.

Process

The process used to make the change.

Old Value

The previous value of the field.

New Value

The changed value of the field.

Related To

The project item the change was related to.

 

To access this dialog box

Select next to the team member you wish to edit in the Project Team log.