How to Add Yourself to a Project
How to Add Yourself to a Project
ALL ADMIN EMPLOYEE's WILL ALREADY HAVE A PROFILE, IT JUST NEEDS TO BE ADDED TO THE JOB. ALWAYS CHOOSE FROM THE LIST OF EMPLOYEES BY CLICKING THE MAGNIFYING GLASS AT CONTACT CODE.
If you are unable to locate an employee's profile, please submit a Service Desk ticket for assistance.
STEP 1: Expand the “Communication Management” folder
STEP 2: Click Project Partner Directory
STEP 3: Click the Contact Card icon for your specific company (010, 001, 488, etc.) to view Project Contacts window for company.
STEP 4: Review Project Contacts window to see if you've already been added to the project. If not, Click "ADD" to open the User Profile window.
STEP 5: Contact Code: click the magnifying glass, or double click in the field, to pull up the search window.
STEP 6: In the "Find" field, type in your name . % is a "wild card" that allows you search using partial information - see examples below.
STEP 7: Click on your name and it will auto-populate into the User Profile.
NOTE: If you don't find your name STOP! Submit a Swinerton Support Ticket DO NOT add yourself "on the fly." If you manually create a profile for yourself, you will still be unable to work in the job.
STEP 8: PROJECT ROLE: Click the magnifying glass and select the appropriate role. Everyone needs ONE Project Role ONLY.
NOTE: If this step is skipped, you will not see all records on the project
NOTE: DO NOT CHECK OFF THE "COLLAB USER" BOX - All Swinerton Employee's are Collaborators by default.
STEP 9: Click Save
