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Distribution Lists

 
Distribution lists are combinations of PMWeb company and/or contact records. Distribution lists can be used to quickly and easily add multiple companies and/or contacts to a PMWeb record. Examples include:
 
  • Using a distribution list to invite a number of electrical vendor companies as bidders in a Procurement record
  • Using a distribution list to add a group of regional managers and their email addresses as CCs to a PMWeb email (see Notifications Dialog).
 
Distribution lists can be defined at project, program or portfolio level.
 
Distribution Lists
1

Select Record Dropdown

1. Select Record Dropdown
2

Search Record Button

2. Search Record Button
3

Add Record Button

3. Add Record Button
4

Save Record Button

4. Save Record Button
5

Delete Record Button

5. Delete Record Button
6

Program* Field

6. Program* Field
Required. Program Field
7

Project Field

7. Project Field
8

ID* Field

8. ID* Field
Required. An alphanumeric ID for the record.
9

Type Field

9. Type Field
10

Description Field

10. Description Field
11

Distribution Lists Define List Section

11. Distribution Lists Define List Section
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