Assigning Someone to a Project Role - Electronic Plan Review - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Essential - Premier - Standard - external - Standard - Essential - Premier

Electronic Plan Review

Platform
OnBase
Product
Electronic Plan Review
Release
Foundation 23.1
License
Standard
Essential
Premier

A project role can be assigned to a person involved with the project. This person can be an existing contact or a new person that is not an existing contact. For more information about adding a contact, see Adding People to Your Contacts List.

To assign someone to a role for your Plan Review project:

  1. Click the Projects tab. The Projects layout is displayed.
  2. Click the folder button for the project you want to add a role to.

    The Project Information layout is displayed.

  3. Above the Project Information heading, click Edit.

    The edit project information layout is displayed.

  4. From the Roles section, click the blue arrow icon to expand it.

    The Roles section is expanded and its fields are displayed.

  5. Click the + (plus) button. A new role is added within the Roles section. Click the - (minus) button to remove that role from the list.
  6. Select a role from the Role drop-down list.
  7. Enter the first name of the person assigned to the new role in the First Name field.
  8. Enter the middle name of the person assigned to the new role in the Middle Name field.
  9. Enter the last name of the person assigned to the new role in the Last Name field.
    Note:

    If you are looking up an existing contact, you can search by either the first name, middle name, or last name. If you are entering a person that is not an existing contact, you must enter information into the First Name and Last Name fields to save the role.

  10. Click Lookup. A drop-down list is displayed with the results of existing contacts who match the information entered in the name fields.
  11. From the drop-down list, select the name of the contact you want to assign to the project. The Address, Contacts, and Company sections for the new role are automatically populated with the contact's available information.
  12. Click the Clear button in the New Role section to clear the contact's name, address, and contact information in the data fields. Click the Clear button in the Company section to clear the company name, address, and contact information in the data fields.
  13. If the contact information does not include company information, enter the name of the company in the Company Name field.
  14. Click Lookup. Existing companies whose name matches the information you entered in the Company Name field are now available for selection from a drop-down list.
  15. From the drop-down list, select the name of the company you want to assign to the project. The Company Address and Contacts sections are automatically populated in the available data fields.
  16. Modify any of the populated fields as required.
  17. Click Save. The new role is displayed in the project's Roles list.