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Managing PM Project Firms

PM Project Firms assigns specific firms and contacts to a project. Those records feed lookups and Create and Send distribution lists for submittals, change orders, daily logs, and other project documents.

Before you start​

Steps — add firms and contacts​

  1. Open PM Project Firms.
  2. Enter the Project.
  3. Enter each Firm (number or F4; sort name from PM Firms also works) and Contact (from PM Firm Contacts; type leading sort-name characters and Enter for closest match).
  4. Optional Description (up to 30 characters).
  5. Set Email Option — default for how Cc is set when this contact is added to a Create and Send distribution grid: None (primary, not usually Cc/Bcc), Cc, or Bcc.
  6. Save. Title, email, phone, and similar display from PM Firm Contacts.

Inactive (documented on the form overview, not on Field Definitions) mirrors Exclude from Lookups on the contact in PM Firm Contacts — when that is checked there, Inactive is selected here.

Contacts may also appear on this form as you reference them on subcontracts, POs, and change orders; use this form to keep the project address book complete.

Steps — copy from another project​

  1. On PM Project Firms, enter the destination project (F4).
  2. File → Project Firms Copy (opens PM Project Firm Copy; help also says “Project Firms Copy”).
  3. Enter Source Project. The grid lists only firms/contacts not already on the destination.
  4. Select rows (Shift for a range, Ctrl for specific) → Copy. A message reports how many were added.

Notes​

  • Changing Email Option / distribution defaults does not rewrite the current document — only new Create and Send documents. Use distribution groups for recurring recipient sets (e.g. submittals).
  • Related: Setting Up PM Firms, Managing PM Firm Contacts, PM Project Firm Copy, PM Assign Distribution Defaults, PM Distribution Groups, About Firms and Contacts.