Limit Organizations to your ERP System

Team can be configured so that, in all cases where users can be added to a project or assigned a work item, the search is limited to organizations imported from your ERP system (Vista or Spectrum). In addition, when this setting is enabled, project editors will not be able to create a new organization directly in Team.

To limit organizations to your ERP system, contact your Viewpoint representative for assistance.
Once the setting to limit organizations to your ERP system is enabled, for any window in Team that allows you to search for contacts, only the PM Firm Contacts (for Vista) or Spectrum Contacts (for Spectrum) portion of the search window will be available.