CPM - Create a Contact
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Introduction
Overview of how to create a new contact on a project.
Note: It is a best practice to ALWAYS search to ensure the contact you want to create does not already exist in the system. You can do this by first following the Assign a Contact guide and, if they do not exist, then continue with creation. ALL Swinerton employees already exist in CMiC as a contact and should NEVER be recreated.
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 New Contact.
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3. Enter all needed information about the new contact you can provide, including name, phone number(s), email address, and select the Business Partner they work for under the Company drop-down menu.
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4. Tap the check mark in the top right to complete and add the new contact.
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5. The new contact will now appear in the Contacts list.