Distribution lists

Distribution lists are lists of commonly used contacts.

You can create distribution lists of commonly used contacts. Distribution lists are used in many places, such as the Assign dialog.

To open the distribution list settings, select Settings button (Settings) and select Project Settings > Distribution Lists.

To open the distribution list, select the distribution list from the settings.

Create a distribution list

You can create distribution lists for different groups of contacts.

On the navigation toolbar, select (Create).
Enter a name for the distribution list.
In the Contacts section of the panel, select Add.
Select which list you want to open.
- Users: the list of ProjectSight application users.
- Contacts: a list of company and project contacts.
Tip: To view all the contacts in the portfolio, select the Include portfolio contacts checkbox.
The list displays only project contacts or displays all contacts and users, depending on the portfolio setting for company and contact selection.
Select the checkbox for one or more names.
Select Done.

You can add or remove contacts from a distribution list.

To add a contact: select Add and select someone from the contact popover.
Note: The contact popover only displays the active project contacts. To search for or create other active contacts in the Contact Search dialog, select (Contact Search).
To reorder the list: select the right side of a contact card and drag it to a different position.
To remove a contact: for the given card, select (More) > Remove.

Your changes are saved automatically.

If you no longer need a distribution list, you can delete it.

Deleting a distribution list does not remove the contacts from ProjectSight.