Update Primary Contact Information - EcoSys - 3.01 - Help - Hexagon PPM

EcoSys Contracts Help (3.01)

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English
Product
EcoSys
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Help
EcoSys Standard Version
3.01

This procedure allows you to enter the primary contact information for the contract.

  1. Navigate to Contracts > Contract Setup.

  2. At the top of the screen, in the green parameter bar, click the Contract Organization ellipsis to select the required project.

  3. If required, click REFRESH to update the screen.

  4. Click the Contract Register tab.

  5. Select the Contract ID hyperlink. The Contract Details panel appears.

  6. Click the Primary Contact tab.

  7. (Optional) Populate data as indicated below:

    1. Type the First Name

    2. Type the Last Name

    3. Type the Phone Number

    4. Type the Email

    5. Type the Street Address

    6. Click the State/Province ellipsis and select a state

    7. Click the Country ellipsis and select a country

    8. Type the Zip Code

  8. Click SAVE.