Create a distribution list

You can create distribution lists for different groups of contacts.

  1. On the navigation toolbar, select Add.
  2. Enter a name for the distribution list.
  3. In the Contacts section of the panel, select Add.
  4. 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.
  5. Select the checkbox for one or more names.
  6. Select Done.