directly relating a contact to a project

(0) Share

Report

Posted on by Community Member

Hello,

We have a requirement in which we need to relate the contacts directly to the projects. F&O seems to relate a contact to a customer and the customer to a project. Is it possible to relate a contact OOB to a project without having a customer in between? The need for such a requirement is that contacts are seen as stakeholders in our organization that might not be related to customers.

Thanks

I have the same question (0)

All responses (5)

Answers (1)

Community Member on at

Like (0)

Report

RE: directly relating a contact to a project

Hi Ludwig,

I agree with you, we will stick with a stakeholder's document and just list the contacts that are related to the customer in the existing forms.

Thanks!

Was this reply helpful? Yes No
Verified answer

Ludwig Reinhard Microsoft Employee on at

Like (0)

Report

RE: directly relating a contact to a project

Hi George,

I don't see any out of the box solution for that except by making a customization.

Before doing that can you let us know why this is required? You mentioned stakeholders; can't they simply be entered somewhere e.g. as document attachment in the form of a note or something alike?

A system modification should always be a means of last resort and I cannot see the value added from making such a customization.

Would be great if you could explain in more detail.

Best regards,

Ludwig

Was this reply helpful? Yes No
Suggested answer

André Arnaud de Cal... 297,670 Super User 2025 Season 2 on at

Like (0)

Report

RE: directly relating a contact to a project

Hi George,

In the past I had similar requirements from the customer. We then did create a new "Project roles" table where we could add persons (employees or contacts) with their responsibility on the project. You can consider a similar customization (extension).

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report

RE: directly relating a contact to a project

I didn't really understand what you mean by "add a contact similar to customer master directly on project as an extension". Is it possible to elaborate more on this? Thanks!

Was this reply helpful? Yes No
Suggested answer

Rahul Mohta 21,028 on at

Like (0)

Report

RE: directly relating a contact to a project

could try to leverage email /sales manager/project manager / project controller OOB or add a contact simialr to customer master directlty on project as an extension

Was this reply helpful? Yes No