Creating Contacts

To create a new contact:

  1. On the PPM Workbench shortcut bar, click Demand Mgmt > Contacts.

    The Contact Workbench opens.

  2. Click New Contact.

    The Contact window opens.

  3. Provide the information described in the following table.

    Field Name

    Description

    First Name

    First name of the contact.

    Last Name

    Last name of the contact.

    User

    PPM username for the contact. This field is populated from the KNTA - User Id - All Validation auto-complete and cannot be edited.

    Phone Number

    Phone number of the contact.

    Email Address

    Email address of the contact.

    Company

    Company that employs the contact. This field is populated from CRT - Company Validation auto-complete and cannot be edited.

    Enabled

    Select Yes to make the notification available to the system.

  4. In the Contact window, click OK.

    The changes to the notification template are saved.