Project Manager Workbench Contacts Tab


The Contacts tab enables you to attach one or more Contacts to the selected Job. Changes made to this tab will be reflected on the Job viewer.


Contacts are used for generating RFI, Transmittal and Submittal documents. See Project Manager Workbench for details on this functionality.

See Contact Viewer for details on the Contact record.

Important Fields:

Contact Id:
Enter a valid Contact Id (or double-click to select from a list). You may create as may lines as needed to accommodate all contacts. The display-only Name, Firm, Email and Phone number fields will default from the Contact record.

Contact Type Id:
This optional field defaults from the Contact record but may be changed by the user if needed.