The Project Stakeholders section lies below the Project Details section on the Project Detail tab. The Project Stakeholders section provides users with the ability to capture internal and external stakeholders for the project. This section will be collapsed by default, but it can be expanded using the caret on the ribbon header.

Content

This section contains four picklists that allow the user to enter relevant details related to the project: Project Manager, Project Owner, Project Sponsor, and Project Contact. 

Select an Option

To select a Project Manager, Project Owner, Project Sponsor, or Project Contact, click into the desired picklist, select an option, and click the "Save" button.

View Information

Once a Project Manager, Project Owner, Project Sponsor, or Project Contact has been specified, the user can utilize the "View Project Owner Details" icon () to see the selected individual's contact information, including their name, email address, and phone number. This information will be displayed in a pop-up.

Edit Contact Information

The contact information of a Project Manager, Project Owner, Project Sponsor, or Project Contact can be edited from the Projects Detail tab or through the Code Lists interface under Administration.

Project Details Tab

Users can edit the contact information of an individual from the Detail Tab by selecting an option/person in one of the four picklists, then selecting the "View Project Owner Details" icon () beside the desired field. Once selected, a pop-up will appear with the current information. The name, email address, and phone number can be edited here; the "Save" button solidifies any changes made.

Code Lists

Four code lists exist to help populate the Project Stakeholders section: Project Manager, Project Owner, Project Sponsor, and Project Contact. To edit an individual's email/phone number, follow these general steps:

1. Navigate to Administration > Code Lists.
2. Locate and select the desired Code List in the table.
3. In the Detail window, click a code/entry in the table.
4. Edit the Code Name, email address, or phone number in the resulting fields.
5. Click the "Save Code" button.

Edit Picklist Options

The options/people contained within these picklists can be edited from the Projects Detail tab or through the Code Lists interface under Administration.

Projects Detail Tab

Users can add an individual to one of the four picklists from the Detail Tab by selecting the "Add New" icon () beside the desired field. Once selected, a blank pop-up will appear for the user to specify the name, email address, and phone number. The "Save" button can be used to add the new person to the picklist.

Code Lists

Four code lists exist to help populate the Project Stakeholders section: Project Manager, Project Owner, Project Sponsor, and Project Contact. To add a value to the picklist/code list, follow these general steps:

1. Navigate to Administration > Code Lists.
2. Locate and select the desired Code List in the table.
3. In the Detail window, click the "Add Code" button.
4. Enter a Code Name, email address, and phone number into the required (*) fields.
5. Click the "Save Code" button.