Then, follow Procedure 1.3 below to Add Project Roles.
Aura - Tab
title
Add PM Role
UI Steps
size
small
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
title
screenshot
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.
Expand
title
screenshot
UI Step
Select the NYSERDA Project Manager option in the Roledropdown menu.
Expand
title
screenshot
UI Step
Search for theNYSERDA Project Manager Nameby clicking on theMagnifier Glassicon next to the User dropdown.
Expand
title
screenshot
UI Step
Use the Search Barto search for the appropriate Project Manager.
Expand
title
screenshot
UI Step
Select the appropriateProject Manageraftervalidating theEmail Address.
Expand
title
screenshot
UI Step
Once the Project Manager is added, scroll down to the Company Information section and type in NYSERDA as the Company Name.
Expand
title
screenshot
UI Step
Then click theSave button to return to theProject Role Detail page, or click Save & Newto save this record and reset the page to add a new record.
Expand
title
screenshot
UI Step
A new window will open automatically with theProject Role Detail. Click on the Project Name hyperlink to be redirected to the Project Record.
Expand
title
screenshot
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 check the newly added NYSERDA Project Manager details.