The purpose of this video tutorial is to explain the process of how project contacts can be added to a specific project in Viewpoint. Adding a project contact will allow the individual or firm to be selected in the distribution tab when sending RFI's, NOD's etc.
Summary of Steps:
- Open 'PM Document Tracking' and select the 'Project Firms' tab
- From the bottom of the screen select 'Setup Form'
- Select a new line and search for a Firm using F4
- Select the Contact column on the new row and search for a contact using F4
- Select the appropriate contact from the list and process is complete
Adding a Project Contact Walk-through:
Step 1:
- Open 'PM Document Tracking' and select the relevant Project
- Select the 'Project Firms' tab
Step 2:
- Select 'Setup Form'
Step 3:
- Select a new line under 'Firm' and search for a firm using F4
- You will then be given this screen where you are able to search by name or scrolling,
- Once a firm has been selected you are now able to search for a contact within that firm
- Select the contact column and search using F4
- Select a contact and select 'Ok' and the contact is now added to the project.