To add contacts to the Owner Team for a Contract Room in Portfolio Financials.
The Teams tab of a Contract Room in Portfolio Financials is where you can add contacts for the Owner Team and Vendor Team.
Things to Consider
- Required User Permissions:
- 'Limited' access to the project or higher.
- Navigate to the relevant Contract Room by clicking the name of the cost item in the project's Cost Tracker.
Note: Cost items with a Contract Room are marked with a ribbon icon.
- Click the Teams tab.
- Under 'Owner Team', click Add Owner Team Contacts.
- Mark the checkbox next to the name of each contact you want to add.
Note: If you need to add a new contact, click Add New Contact and enter their information.
- When you have selected all team members that you want to add, click Add.