File a Transmittal dialog box

Use this dialog box to choose whether to create an incoming or outgoing transmittal from an Outlook itemOutlook items include email messages, calendar items, tasks, and posts.. Choose the desired option, then click OK.

• Choose Outgoing Transmittal to create and file an outgoing transmittal from the Outlook item.

• Choose Incoming Transmittal to create and file an incoming transmittal from the Outlook item.

The transmittal will be filed in the Project Transmittals activity center of the selected project in Project Center.

 

To access this dialog box

You can access this dialog box in the following ways:

• Select an Outlook item, then click File As from the legacy Project Center Add-in for Microsoft Outlook Toolbar, select the project, then select the Transmittal option.

• This dialog box opens when you drag and drop an Outlook item into the Project Transmittals activity center.