Project Contacts

Storing contacts enhances efficiency, organization, and communication within a project, ultimately contributing to a more successful project management process. Umbrava gives you the ability to keep all of your project information in a central location to keep communication simple, information available, and to ease collaboration. Our contact section in the Project Details allows you to add and update contact information for any person that may be needed for you to complete your project.

Creating Contacts

On the right side of each project is the Contact list. Here you can add a contact for any purchase order, client, or any company that you may need to keep in contact with for the project.

Contacts are grouped in order of Client, Self, Vendors (alphabetically by company name) and then other.

To create a contact, click the + button at the top of the contact list and fill in the required information.

You can add up to 5 phone numbers per contact added. In the top right corner of the Add Contact screen is a star icon, selecting that will make the contact a 'Main Contact' which will pin the contact to the top of their company contacts for the project. 

Editing/Deleting Contacts

Once contacts have been added to a project, you can update the contact if new contact information comes in. You can click on the contact card, or right click and select 'Edit'.

The edit screen will allow you to make any changes to the contact that you may need. You can designate the contact as a main contact, or even delete the contact from the edit screen.

Permissions

There is only 1 permission required to add/edit/delete project contacts:

Project → Manage Project