Add Related Contacts to a Project

Article Contents

1. Introduction
2. Add Related Contacts
3. View Related Contacts

Introduction

Adding related contacts to a project helps you stay organised and collaborative when working with key external stakeholders, such as consultants, assessment officers, or external project managers. This feature is particularly valuable for projects where multiple consultants are engaged across different disciplines across the delivery cycle.

By tagging these contacts to your project, you can easily access their details directly from the project view, ensuring seamless communication and collaboration to achieve the best outcomes for your client.

Follow the steps below to add related contacts to a project.

Add Related Contacts

To add related contacts to a project, you must meet one of the following criteria:

• Be a member of the project team,
• Hold the Edit all Projects privilege, or
• Be a Hiro Global Administrator.

To add a related contact to a project:

1. Prepare the Contact Information
   Ensure the contact you wish to tag is already in the Address Book with the correct details, such as their mobile number and email address.

2. Navigate to the Edit Project Details Page
   Go to Projects > Edit Project Details.

3. Select the Project
   Choose the enquiry or job you want to tag the related contact to, then click the Next button.

4. Open the Related Contacts Tab
   Click the Related Contacts tab.
   
   

5. Add Related Contacts
   Click the Add related contact/s button.
   
   

6. Search and Select Contacts
   Use the search bar to find and select the Address Book contacts you want to tag to the project. You can select multiple contacts at once before clicking the Add button.
   
   

7. Assign Roles and Reorder Contacts

   • For each contact added, specify their role in the project next to their name.

   • To prioritise high-priority contacts, use the grab handle on the left of each contact to reorder them. Click and drag contacts up or down to adjust their order. The order you set here will determine how the contacts are displayed when viewing the project.
     
     

8. Save Your Changes
   Click the Save button to confirm and apply your updates.

View Related Contacts

1. Search for the project using the global search box in the top right corner of any Hiro page.
   
   
   
   
2. Click the "People" tab.
   
   
3. Related contacts will be listed in the third group of people on the project, underneath project captains and the attention to people.