Add New Project Team Member dialog box

Use this dialog box to add a new member to the project team. When you add project team members, Project Center automatically adds them to the external team. They are added to the internal team the first time they log into Project Center. The new contact is also automatically added to the Project Center contacts database, and is listed in the Contacts tab of the Project Center Administration activity center.

Contact Information tab

Email Address

Enter the project team member’s email address.

First Name/Last Name

Enter the project team member’s first and last names in the respective fields.

Disciplines

Click to open the Choose Disciplines dialog box to apply disciplines to this project team member.

Job Title

Enter the project team member’s job title.

Department

Enter the name of the project team member’s department.

Roles

Click to open the Choose Roles dialog box to assign the roles the project team member performs.

Culture

Click to open the Select a Project Culture dialog box to set the language for any notifications that are sent to the project team member that are not project-specific, such as Info Exchange account notifications and password reset instructions.

Company

Company

Click to open the Choose Company dialog box to select the project team member’s company.

Edit/View

Click to open the Modify Company dialog box or the View Company dialog box to edit or view the listed company’s information.

Office Location

Click the drop-down list to select the project team member’s office location.

Numbers

Work/Mobile/Home/Fax

Enter the project team member’s work, mobile, home, and fax numbers.

Show in Contact Lists

Mark this checkbox to list this project team member in contact dialog boxes and contact lists throughout Project Center. All users will be able to see this project team member.

If this checkbox is unchecked, the following occurs:

Users with Content Administrators and Global Administrators roles will still have full access, but for Professional users:

The project team member will still appear in Project Manager, Principal in Charge, and Main Contact fields and columns in projects.

The project team member will still appear in the Project Team activity center.

The project team member will appear in Main Contact fields in company dialog boxes..

The project team member will appear in Send To/From/To/ Forwarded to/Due Back from/etc. fields for project items throughout Project Center.

The project team member will not appear in the Contacts tab of the Newforma Contact Directory.

The project team member will not appear in Browse Company Contacts dialog box from the Newforma Contact Directory.

The project team member will not appear in the Select Project Team Members from Companies dialog box or the Choose New Team Members from Global Contact List dialog box.

The project team member will not appear in the Choose Project Team Members dialog box or the Choose a Project Team Member dialog box in the All Contacts filter list.

Status

• Select Active if this project team member is an active Project Center user.

• Select Inactive to inactivate this project team member. When you make users inactive, they cannot log into Info Exchange, and they do not appear in project teams. If the users are reactivated, they will reappear in project team lists.

Source

Select whether the project team member was added Manually, from the Microsoft Exchange Global Address List, or from another source.

If the source is the Global Address List, the fields in this dialog box are read-only and cannot be edited.

Address

Use Office Address

Mark this checkbox to use the information from the office selected in the Office Location field.

Copy It

Click to copy the information in the address fields to the clipboard.

Map It

Click to open the address in Google Maps.

Address

Enter the project team member’s address.

City

Enter the project team member’s city.

State/Province

Select the project team member’s state/province.

Zip/Postal Code

Enter the project team member’s zip/postal code.

Country

Select the project team member’s country.

Address Type

Click to open the Choose Address Type dialog box to choose the location’s type.

 

Contact Notes tab

Use this tab to add comments and notes about the contact.

Add

Click to open the Add a Comment dialog box to add a comment about the contact, which you can relate to a project.

Modify

Click to open the Modify Comment dialog box to edit a comment.

Delete

Click to delete the selected comment.

Date

The date and time the comments were entered.

Author

The author of the comments.

Remarks

The comments.

Related To

The project the comments are related to, if any.

Notes

Enter any additional notes about the contact in this section.

 

Custom Fields tab

This tab will appear if there is a custom field layout defined for contacts. This tab lists any additional fields that were created for the custom layout.

 

Project Roles and Permissions tab

Use this tab to set this team member’s role on the project, Info Exchange options, and groups.

Project Role

Company Role on Project

This field displays the role of the team member’s company on the project.

Member Role on Project

Click to open the Choose Member Role on Project dialog box to select the role the team member performs on this project.

Project Status

• Select Active to make this contact active on this project.

• Select Inactive to make this contact inactive on this project. The contact will not appear in any contact lists for this project, and will be italicized and grayed out in the Project Team activity center.

Making a contact inactive at the project level has no effect on the global level status (set in the Contact Information tab).

Primary Contact on This Project

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

Each project can have multiple primary contacts. Each project can also have a main contact, which is set in the Edit Project Settings dialog box.

Primary internal contacts are indicated by the icon. Primary external contacts are indicated by the icon.

Newforma Info Exchange Options

Allow Web Access to This Project on Your Info Exchange Server

Mark this checkbox to allow this team member to access the current project on your Newforma Info Exchange Server through the web. Clear the checkbox to remove access to this project.

If this project has not been added to Info Exchange, then this feature will be disabled. A Project Center administrator must add this project to Info Exchange to enable this feature.

Member Visibility on Info Exchange

From the drop-down list, select the Info Exchange visibility option to apply to this team member.

• Select Visible to All External Project Team Members (Show Name, Company and Email) to allow all external project team members to see this 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 this team member on Info Exchange.

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

• Select Hide From All Other External Project Team Members to prevent external project team members from seeing this 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 transfer to.

Permission Set

Select which permission set to assign to this team member. The permission set determines which project items appear on each Info Exchange activity center for this team member.

View

Click to open a read-only version of the Modify Permission Definitions for Set dialog box to view the permission set and the parameters applied to the this project team member.

Description

The description of the permission set.

Project Team Groups

Add to Selected Project Team Groups

Mark the checkboxes of the project team groups to which you want to add the team member, or clear the checkboxes of the groups you want to remove the team member from.

 

Change Log tab

This tab lists all changes made to the contact regardless of project.

 

To access this dialog box

Click Add New from the Choose New Team Members from Global Contact List dialog box.