Assign a contact to a project

Assign a contact as an approved supplier, a forwarder, a subcontractor, or a temporary supplier to a project.

In the s10001 Projects screen, in the General 1 tab, if the Only use approved suppliers checkbox is selected for a project, then, only the contacts assigned as approved suppliers to the project in the s50013 Contacts screen can be suppliers for the project.

1. Navigate to the s50013 Contacts screen.

2. To refresh the screen, select the F5 key.

3. In the Contacts grid, select a row.

4. On the s50013 menu, in the Options group, select Approve For Project.

   The d0214 Approve Contact for Project dialog appears.

5. From the Project dropdown, select the ID of the required project, and then select Ok.

   The s50043 Suppliers Approved for Project screen appears. In the Project Selection control block, the selected project is updated. In the Suppliers grid, the selected contact appears.

6. (Optional) Enter the relevant details in other fields as required. For more information on all the fields, see s50043 Field descriptions.

7. On the Home menu, in the Record group, select Save.

   The contact is assigned to the project.