Accessing the New Contact Dialog Box

To access the Add Contact dialog box, where you can enter contact information for people connected with the item:

1. In the Contacts tab, click New. The Add Contact dialog box is displayed.
2. Select New Contact to add a contact who is not currently a Primavera Portfolio Management user.

   Or

   Select Existing User (Contact) to add an existing Primavera Portfolio Management user as a contact for the item. From the drop-down list, select the user to be added to the contact list.

3. Click OK. If you selected a current user as the new contact, the Contacts tab is refreshed, and the user's name and information is displayed in the contact list.

   If you selected New Contact, the Contact dialog box is displayed.

4. Enter contact information in the following areas of the New Contact dialog box:
   • First Name: Enter the new contact's first name.
   • Last Name: Enter the new contact's last name.
   • Job Title: Enter the new contact's position.
   • Company: Enter the name of the new contact's company.
   • Department: Enter the new contact's department.
   • Address: Enter the new contact's business address.
   • Phone: Enter the new contact's office phone number.
   • Fax: Enter the new contact's office fax number.
   • E-mail: Enter the new contact's business email address.
   • Description: Enter a brief description of the new contact's connection to the item. You can include hypertext in the description.
5. Click OK. The Contacts tab is refreshed, and the new contact is displayed in the contact list.