Within VPO, you cannot update the main contact information (name, email, address, phone, etc) within the Project Directory itself. You must update them within the Global Directory.
Updating a contact within the Global Directory will update them EVERYWHERE within VPO (every project). Only users with proper security will have access to this functionality.
To edit a contact within the Global Directory, you must go to it via the Portfolios page, or you can access it via the Project Directory by clicking new item.
- Within a Project Directory, Click “new item” at the top of the page. (shown below)
- Search for the contact you wish to edit (within the "find an item" search box in the upper left corner). Once you have found the entry,click/check to the left of their entry (as shown below). Click “Edit Item” in the top ribbon.
- Update the information necessary and click Save at the bottom of the page.
Remember, this will update the contact EVERYWHERE within VPO.