Project Groups Overview
Project Groups are used to organize a group of company contacts usually for the purpose of emailing. Creating these lists is optional.
Example Project Groups:
- Key Project Contacts
- Owner, CM Firm and Architect
- Subcontractors
Steps To Complete Before Creating The Project Directory
- Make sure all Companies involved on the job are entered in the Contact Management module and have been added to the Project Directory.
Features that offer Project Group Import Option
- Issues | Companies Involved
- Journals | Respondents
- RFIs | Respondents
- Submittals | Respondents
- Email Form | CC Recipients