Use the Contacts page of the Add Project Dialog Box to select contacts (vendors) you will deal with on this project. You can only access this page after you have completed the project's Name and Title fields on the Add Project Dialog Box.

Note: If you selected Use Template in the Add Project Dialog Box – Template Page tab, the following two options will not appear.

Add Contact

Click to open the Add Contact Dialog Box to add a new contact to the project.

Copy Companies

Click to open the Copy Companies dialog box to copy companies and contacts from another project to the new project.

Note: If you selected Use Template on the Template tab, this will not appear.

Remove

Click next to a contact name to remove the selected contact from the project.

How to access this dialog box:

1. From the Project View, right-click on the top-level folder (All Projects) and select New Project.
2. In the Add Project Dialog Box, click the Contacts tab.

   Note: You will need to enter a project name and title before clicking this page.

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