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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 the New Project Role button to add a new Project Manager to the project. 

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UI Step

Select Select the NYSERDA Project Manager option 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.

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UI Step

Use the Search Bar to search for the appropriate Project Manager.

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UI Step

Select the appropriate PMProject Manager after validating the Email Address

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UI Step

Once the PM Project Manager is added, scroll down to the Company Information section and use "type in NYSERDA" as the Company name. Then click the Save button.Name. 

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UI Step

Click Save Then click the Save button 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 hyperlink 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 check the newly added NYSERDA Project Manager details. 

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