Adding Contacts to Projects

Complete the procedure in this topic to add a contact to a project using the Organization Analysis view.

To add a contact to a project

1. Navigate to the Projects screen, then the List view.

2. In the Project list, drill down on the Name field of the project.

3. Navigate to the Organization Analysis view.

4. From the Organization Analysis drop-down list, select Contacts.

5. In the Contacts list, create a new record and complete the necessary fields.

6. From the Contacts drop-down list, select Organization Analysis.

7. An organization chart of the contacts appears. Any employee-manager relationships set in Step 5 are indicated.