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Managing PM Project Firms

The PM Project Firms form is used to manage and track all firms and their contacts associated with specific projects. This is for maintaining an organized address book for projects, all necessary documents such as subcontracts, purchase orders, and change orders are sent to the correct contacts.

Before you start​

  • Firms are set up in the PM Firms form with all necessary contact information.
  • Contacts should be added to the PM Firm Contacts form if they are not already present.

Steps​

  1. Open thePM Project Firmsform.
  2. Review the list of all firms and contacts that have been referenced on the projects.
  3. As you enter subcontracts, purchase orders, or change orders, the contact records are automatically added to thePM Project Firms.
  4. Use the form to maintain an up-to-date address book for each project, ensuring all necessary contacts are included.

Notes​

  • All contact information is accurate to avoid miscommunication.
  • Regularly update the PM Project Firms to reflect any changes in project contacts.