Assign a Project Team Leader or Project Manager (PM) v23.01+
- Go to Workflow Menu > Projects Overview
- Drill into Projects with No PM bucket. The grid will display a list of Projects with no assigned PM
- Drill into a Project and put the form into EDIT mode
- Select a PM from the Project Leader drop down menu
- SAVE the form
- An automatic email may be sent out to the person assigned to be the Project Team Leader. This option may be configured by navigating to the Maintenance Main Menu > Email Template Admin. Search for Project Email Templates. Drill into and configure the template called Project Lead Assigned.