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UI Steps
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UI Step

Click the Project Roles link at the top of the page to navigate to the Project Roles section of the Project Record.

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UI Step

In the Project Roles section of the Project Record, click on New Project Role to add a new Project Manager to the project. 

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UI Step

Select NYSERDA Project Manager in the Role dropdown menu.

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UI Step

Search for the NYSERDA Project Manager Name by clicking on the Magnifier Glass icon and using the Search Bar to add the user.

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UI Step

Select the appropriate PM after validating the Email. 

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UI Step

Once the PM is added, scroll down to the Company Information section and use "NYSERDA" as the Company name. 

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UI Step
In the Project Roles section of the Project Record, confirm that at least one Project Role has been created for a NYSERDA Project Coordinator, a NYSERDA Project Manager, and a Contractor

Then click the Save button and a new window will open automatically with the Project Role Detail

.

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UI Step

Click on

the Project Role Number to navigate

the Project Name Hyperlink name to be redirected to the Project

Role Details page

Record. 

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UI Step

Scroll down on the Project Role Details page and make sure the Company Name, Address Information, and Supplier ID are filled out.Click the Project Roles link at the top of the page or scroll down to navigate to the Project Roles section of the Project Record to see the newly added NYSERDA Project Manager details. 

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