Field Definitions: PM Project Firms Form

The following is a list of field descriptions for the PM Project Firms form. Many of the descriptions include links to other topics that provide additional information about or related to the topic.

Project

Specify the project for which to set up firms and contacts.

 

Overview: Firms and Contacts

PM Project Firms

Firm

Enter a firm number or press F4 to select one from a list. Firms are created and maintained using the PM Firms form.

Tip: The sort name can be used instead of the firm number when selecting firms in PM module forms. Generally the sort name is the first several letters of the firm name. 
For example when creating a subcontract in the PM Subcontracts form for 'Bryan Electrical', you can enter the sort name 'bryan' in the Vendor field instead of the firm number '10042'. The sort name of a firm is set up using the Sort Name field on the PM Firms form.

Overview: Firms and Contacts

PM Project Firms

Contact

Enter the contact (from PM Firm Contacts) to assign to this project. If you do not know the contact number/code, you can enter the first few characters of the sort name (typically the last name) and press Enter, and the system will locate and display the first closest match.

 

Overview: Firms and Contacts

PM Project Firms

Description

Enter a description for this firm/contact, up to 30 characters.

 

Overview: Firms and Contacts

PM Project Firms

Email Option

Specify the default email option for this contact. The setting defined here determines how the CC checkbox is set for the contact when added to a distribution grid in any form with Create and Send functionality.

  • None – Select this option if this contact is a primary contact and is not typically courtesy copied (Cc) or blind courtesy copied (Bcc) when sending documents via email or fax.
  • Cc – Select this option if you typically courtesy copy this contact when sending documents via email or fax. Contact’s name will be visible to other email or fax recipients.
  • Bcc – Select this option if you typically blind courtesy copy this contact when sending documents via email or fax. Contact’s name will not be visible to other email or fax recipients.

Overview: Firms and Contacts

PM Project Firms