Open topic with left hand navigation

Adding Contacts to Projects

You can add a link to a project from a Contact document. Use the Linked to Project section on the Projects tab to view a list of projects currently linked to the contact, and to create, read and delete project links. For general information about how to use the Projects tab, see About the Project Tab. 

Note: 

  • You can only add project links to a contact if the company associated with the contact also has the same project links. Before adding any new project links for the contact, ensure that the project link already is listed on the related company's Project tab.

ClosedTo add a Project link to a Contact document

  1. While viewing a document, click the Projects tab.
  2. Click Edit to enter edit mode.
  3. Click Add to display the Select Documents dialog.
  4. Click Add to the left of each project line item that you want to add to the list of linked projects for the document.

    5. The selected projects are displayed in the bottom grid of the dialog box. Click Remove to the left of each project that you want to remove from the list.

  5. Click OK.

    6. The selected project link is added to the list.

ClosedTo remove a Project link from a Contact document

  1. While viewing a document, click the Projects tab.
  2. Click Edit to enter edit mode.
  3. Click the check box next to the project link you want to remove from the list.
  4. Click Delete.

    5. The selected project links are removed from the list.

Linking a document to all Projects in a workspace

You can quickly link a document to all existing projects within a workspace by selecting Link to All Projects on the document's Project tab.

ClosedTo add all Project links to a Proliance document

  1. While viewing a document, click the Projects tab.
  2. Click Edit to enter edit mode.
  3. At the top of the list in the Settings area, click Link to All Projects.