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Then, follow Procedure 1.3 below to Add Project Roles.

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

In the Project Roles section of the Project Record, click on New Project Role to add a new Project Manager to the project. 

Select NYSERDA Project Manager in the Role dropdown menu.


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.


Select the appropriate PM after validating the Email. 


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


Then click the Save button and 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. 


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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