Assign a Business Partner to a Project, the Project Partner Directory
Assign a Business Partner to a Project, the Project Partner Directory
OVERVIEW: HOW TO ENTER & UPDATE PROJECT PARTNERS
The Project Partner Directory is similar to the Project Contact Directory in that you can add contacts to a project and modify a user's contact profile. You can add your project partners one at a time or, if you know of another job that includes the same Business Partner and contacts, you can use the "Copy From Project" feature. The Project Partner Directory's Log View is also different as it does not display contact information. Instead there are icons for adding Notes, adding the Trade/Scope, Group assignments and confirming the partner address is correct. This document covers what can be done in the Project Partner Directory.
STEP 1: Click the gray arrow to the left of Communication Management.
STEP 2: Click Project Partner Directory
The Project Partner Directory Log screen appears.
Assign an existing Business Partner to a Project:
1. In Log View click the Assign button in the upper right of the screen.
2. In the Corporate Partners window, click the checkbox on the right of the Business Partner you would like to assign to your project.
- List of Value (LOV) displays in Code (numeric) order by default.
- Click on the Name column heading, the LOV will re-sort by alphabetical A-Z order.
- Click on the Name column heading a second time, the LOV will re-sort in alphabetical Z-A order.
- Click the Accept button to assign the selected Business Partner to the Project.
3. Complete the Project Partner detail by clicking the edit icon for the Business Partner
a. Change the Abbrev to a smart code so that it will populate CMiC with a name and not a vendor number. This can only be "8" characters. NOTE: Do not use any characters other than the & character. It could stop you from being able to pick them as a vendor in other modules.
b. Type in the Trade/Scope of the Business Partner. If it is an architect/owner you can leave blank.
c. Leave the Sort Order field blank. The Sort Order represents the printing order within the group code you assign to this Partner. It is utilized in the print function and will not resort the log/screen.
d. Choose what Group they are. (Subcontractor/Architect/Consultant) This helps in a couple of ways:
i. If you are printing out your Project Contact Report by Group, it will put everyone in the correct grouping
e. If this is not the address of the office that you will be dealing with, you will need to click Save and go to Business Partner Request.
