Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

Info

Then, follow Procedure 1.3 below to Add Project Roles.


aura-paneltab
titleAdd PM Role
1
styles{"body":{},"header":{"icon":{"size":18,"name":"faPaperPlane","color":"#152A29"}},"headline":{"text":{"text":"Add PM Role","fontSize":26,"color":"#152A29","textAlign":"left","fontWeight":"normal"}},"base":{"boxShadow":{"shadows":[{"color":"rgba(0, 0, 0, 0.08)","x":0,"y":1,"blur":1,"spread":0},{"color":"rgba(0, 0, 0, 0.16)","x":0,"y":1,"blur":3,"spread":1}]},"borderRadius":{"radius":4},"backgroundColor":{"color":"#ffffff"},"size":{"width":400}}}
body<p><br /></p>


UI Steps
sizesmall


UI Step

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

Expand
titlescreenshot



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. 

Expand
titlescreenshot



UI Step

Select NYSERDA Project Manager in the Role dropdown menu.

Expand
titlescreenshot




UI Step

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

Expand
titlescreenshot




UI Step

Select the appropriate PM after validating the Email. 

Expand
titlescreenshot




UI Step

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

Expand
titlescreenshot




UI Step

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

Expand
titlescreenshot




UI Step

Click on the Project Name Hyperlink name to be redirected to the Project Record. 

Expand
titlescreenshot




UI Step

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. 

Expand
titlescreenshot




...