Adding Project Contacts - Collaborators
Adding Project Contacts - Collaborators
Expand the Communication Management folder
Select the Project Partner Directory (PPD)
a. Click on the People icon located in the Action column of the Business Partner.
b. In the Project Contacts window, click Add to create the list of project specific contacts.
c. ALWAYS!!! ALWAYS!! Start with Contact Code. Click the up arrow to choose from those that have already been entered into CMiC. If the person you want is not on the list, THEN you can start typing their first and last name.
d. Double check the spelling of their name and email if you pulled in an existing profile. Otherwise, go ahead and enter the First and Last Names
e. Title: Mr./Mrs./Ms. Etc. This will pull onto letters so they will read: Dear Mr. Last Name
f. Give them a PM Role
i. Subcontractor – SUBRFI
ii. Architect – ARCH
iii. Consultant – CONSULT iv. Owner – OWNER
v. Owner Representative – OWNERREP
g. Position: what is their position for their company. Project Manager/Structural Consultant etc.
h. Primary Contact: The person you make the Primary Contact is the person that will show on your subcontract and default for RFQ's/COR's/Letters. There can only be ONE Primary Contact per company.
i. Collab User: FOR NON-SWINERTON USERS ONLY If you want the contact to work in CMiC collaboratively, you must click the Collab User box.
If they are not already in CMiC as a Collab User, this will drop their names into the External User Request folder.
If the Collab User box was already checked off when you added their profile, they likely have an external user login account already. Send them an email letting them know they have access to the job.
NOTE: Go to the "Job Specific External Users" folder (under External User Request folder) to see who has an external user account already
j. If the address shown is not the one you want, click the up arrow and choose from ones that have been added via the Business Partner Request (above)
k. Input Phone and Fax numbers.
l. Click Save
m. Click the Email Notifications tab; determine which, if any, E-mail Notifications your contact should receive.
Object Description is the module (object) selection for notification.
To notifies if that Object Description is TO that specific the Project Contact.
CC notifies if that Project Contact is CC’d on a specific Object Description.
All notifies the Project Contact on ALL regardless if that Project Contact is TO or CC.
New notifies anytime a new Object Description is created.
Mod notifies each and every time an Object Description is modified.
Note notifies anytime a Note is added to the Object Description.
Att notifies anytime an Attachment is added or modified to the Object Description.
*Ans notifies when the RFI is answered by the Primary Responder.
n. Click Save in the upper-right-hand corner of the screen to save Email Notifications.
You can also access the profiles in the Project Contact Directory (PCD). To open and edit a profile, just click on their name and click Edit
