CPM - Assign a Contact
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Introduction
Overview of how to assign an existing contact to a project.
Note: When creating a new contact, or assigning an existing contact through CMiC Construct Project Management, you cannot assign them a role (PM, PE, Architect, Sub, etc.); you will need to complete that task on the web version.
Note: The CMiC Construct Project Management how-to documents include basic instructions for the setup and use of the mobile app. For more detailed information on business processes, please see the guides HERE
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Steps
1. Navigate to the Contacts module in the springboard.
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2. Tap on the action button and choose Assign Contacts.
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3. Tap the Search icon.
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4. Enter the name of the contact you would like to add.
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5. Tap on the name of the contact to select it, then tap in the search field and repeat this process for all contacts you wish to assign.
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6. When done searching/selecting contacts tap the back arrow in the top left.
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7. Tap the check mark in the top right.
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8. On the prompt, tap Assign.
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9. The assigned contacts will now appear in the Contacts list.