The address and contact persons you enter when you create the project are used automatically when you export a change notice (Change Order Client) to the client. The address also provides information at portfolio level and a history of completed projects, and the contact persons show who was project manager in the past.
Where is the information used?
Export of Change Order Client: The project's address and contact persons are filled in automatically in the change document.
Portfolio: The address gives an overview of where the projects are located.
History: Later on, you can see who was project manager and contact person on the project.
How to enter them
Click the organization or department at the top of the left menu.
Hover over the project and click the pencil. For a new project, use Add project.
Fill in the address and contact persons.
Save.
Good to know
If the address is missing when you export a change order, you can fill in the address and postal code in the preview before downloading.