Assign a Primary Worker to the PM
You can update the PM to assign a primary worker.
- Navigate to PMs. The PM Management screen displays.
- From the list view, click a PM. The PM Progress form displays.
- Click the Assigned Contacts expand icon.
- Click the Add Contact button. The Contacts dialog displays.
- Either search for or browse the list for to find the worker's name.
- Check the primary assignment worker's check box. The first assigned worker will be designated as Primary and a badge displays. Any additional worker will be added to the PM but there can only be one primary worker.
- Click the Add Selected button.
- Click the Save Changes button.