Choose a Project Team Member dialog box

2 minutes
6 months ago

Choose a Project Team Member dialog box

Use this dialog box to select a project team member for a contact field in dialog boxes throughout Project Center. Select the team member from the list, then click OK.

Selection drop-down

All Team Members

Choose this option to list all members on the project team.

Internal Team Members

Choose this option to list all internal project team members (Project Center users).

External Team Members

Choose this option to list all external project team members (non-Project Center users).

All Contacts

Choose this option to list all contacts in the Project Center contacts database.

Filter All Columns

You can filter by any text that appears in any of the columns. For example, if you know the name (or part of the name) of the contact that you are searching for (or the email address, or company), enter at least part of the text in this field. The list updates automatically as you type. For example, if the contact you are searching for has the letter m somewhere in one of the columns, enter m in this field. The list will be narrowed down to only contacts that have the letter m somewhere in one of the columns.

Columns

Refer to the Project Team activity center for column descriptions.

Add Team Member

You must be a Project Center administrator to add a project team member.

Click to open the Choose New Team Members from Global Contact List dialog box to add a new contact to the project team.

Add Contact

Click to open the Add Contact dialog box to add a new contact to the Project Center contacts database.

Show Group Members

Mark this checkbox to list the members of groups below the group names.

 

To access this dialog box

You can access this dialog box in the following ways:

Click Assigned To/By, To, From, Initiated By, Created By, To Company, From Company,and  Key Contact from various dialog boxes throughout Project Center.

Select one or more projects and click Change Settings > Project Information > Main Contact/Principal in Charge/Project Manager from the Tasks panel of the Project Center Administration activity center Projects tab.