The Simplex Group, Inc.

How do I edit someone's contact information within the Project Directory?

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. NOTE:  Updating a contact within the Global Directory will update them within ALL of 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.   

  1.  Within a Project Directory, Click “new item” at the top of the page. (shown below)
  2.  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.

  3.  Update the information necessary and click Save at the bottom of the page.  Again, note that this will update the contact EVERYWHERE within VPO.


 


M
Melissa is the author of this solution article.

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