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Project Coordinator - Creation of Project

vanesa.potenzoni 10 months ago in Home Portal / Smart Projects updated 10 months ago 2

When a new project is created, the person who creates it is assigned the role of Project Manager. Is it possible to change that from the Client's Profile? I would like to assign always the same Project Manager and same Project Coordinator to each individaul client, no matter who creates the project. Thanks!

This is a bit counter-intuitive:

1) On a Client profile you can indeed define responsible persons. But those will only apply if a Quote or Project is created by a Client or Client contact person via Client Portal

2) If a Project/Quote is created by Home Portal user, PM will set to logged in user. Only way to change PM/PC is to choose them from droplist on Quote/Project Creation screen.