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Aura - Tab
titleAdd PM Role


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 next to the User dropdown and using .

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UI Step

Use the Search Bar to

add the user

search for the appropriate Project Manager.

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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. Then click the Save button

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UI Step

Then click the Save button and a new window will open automatically with Click Save to return to the Project Role Detail page, or click Save & New to save this record and reset the page to add a new record.

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UI Step

A new window will open automatically with the Project Role Detail. Click on the Project Name Hyperlink name to be redirected to the Project Record. 

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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. 

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