Versions Compared

Old Version 13

changes.mady.by.user Andy R. Andersen

Saved on

compared with

New Version 14

changes.mady.by.user Andy R. Andersen

Saved on

Key

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


aura-panel
borderColortab#C5005C1
bgColor#F9E6EF
styles{"body":{"text":{"fontSize":14,"color":"#c5005c","textAlign":"left","fontWeight":"bold"}},"header":{},"headline":{},"base":{"borderRadius":{"radius":4},"backgroundColor":{"color":"#f9e6ef"},"border":{"color":"#c5005c","style":"solid","width":1,"bottom":true,"top":true,"left":true,"right":true}}}
body<p><br /></p>borderStylesolid

System Instructions



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

Expand
titlescreenshot



UI Step

Select the NYSERDA Project Manager option 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.

Expand
titlescreenshot



UI Step

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

Expand
titlescreenshot



UI Step

Select the appropriate Project Manager after validating the Email Address. 

Expand
titlescreenshot



UI Step

Once the Project Manager is added, scroll down to the Company Information section and type in NYSERDA as the Company Name. 

Expand
titlescreenshot



UI Step

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

Expand
titlescreenshot



UI Step

A new window will open automatically with the Project Role Detail. Click on the Project Name hyperlink 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 check the newly added NYSERDA Project Manager details. 

Expand
titlescreenshot





HTML
<style type="text/css">
.aura-body {
padding: 5px!important;}
</style>