Business Project form in Business Contact Manager

On a Business Project form, you can enter extensive information to select, assign, and track business tasks needed to complete a specific Business Project.

The form contains four views: General, Details, History, and User-Defined Fields. Each view contains one or more sections.

The General view

The General view contains the following sections where you can enter and edit information about your Business Project, including days to completion, required tasks, and the Accounts and Business Contacts that are linked to the Business Project.

  • Project information

    Type a name for the Business Project (required). To assign the Business Project to an owner, select the name in the list of users who have permission to access the database. To remove a name from the list, click Edit this list.

    To add a name to the list, you must be the database owner. For more information about adding a user to the list, see Sharing your Business Contact Manager data with other users.

    Select a project type, such as Fixed Fee, Time and Material, or Other, or, to add a new item or edit an existing item, click Edit this list.

    Tip: Use the Project type field to categorize your business projects for easier planning and tracking.

  • Linked account or business contact

    Click the Link to button to select an Account or Business Contact to link with this Business Project (required). In the Link to an Account or a Business Contact dialog box, in the Folder, select a list of Accounts or Business Contacts, select an item in the list, and then click the Link to button. To create a new item, click New.

  • Related accounts and business contacts

    Accounts and Business Contacts that are linked to the Business Project appear in the list. Double-click an Account or Business Contact to open a record, or click the Add button to add a new Account or Business Contact. In the Add an Account or a Business Contact dialog box, in the Folder, select a list of Accounts or Business Contacts, select an item in the list, and then click OK. To remove an Account or Business Contact from the Business Project, select the record, and then click the Remove button.

  • Project tasks

    Project tasks linked with the Business Project appear in the list. Double-click a task to open it, or click New to create a new task. To get assistance while entering information on a form, click the Help   Button image   button.

  • Project overview

    The Project overview section shows the status of tasks linked to this Business Project and the number of days left until completion.

  • Status information

    Enter the start and finish dates for your Business Project, as well as its status, priority, and percentage of completion. To add a new Business Project status or priority item, or edit an existing item, click Edit this list.

Note: In the General view, the Project type, Project status, and Priority fields are customizable.

The Details view

The Details view contains comments about the Business Project. You can paste comments from other files or type comments directly to the Business Project record. Click the Add Time Stamp button to date your comments.

The History view

The History view contains all the communication history items linked to this record. Click the down arrow   Button image   in the View field to select a view type for the list. Double-click a communication history item to open it. You can create more detailed history about the Business Project by clicking the New button, and then linking an item—such as a business note, phone log, appointment, or task—to the record.

The User-Defined Fields view

The User-Defined Fields view contains custom fields that you create and organize. Fields are organized by group and displayed in two columns.

On the Ribbon, in the Options group, click the Customize Form button to either create or manage groups and fields.

Ribbon navigation

The form contains the following buttons — located on the Ribbon, which is part of the Microsoft Office Fluent user interface — that are specific to Business Contact Manager for Outlook.

In the group

Click

To

Show

General

Display the General view on the form, which allows you to enter basic information.

Show

Details

Display the Details view on the form, which allows you to enter more personalized information.

Show

User-Defined Fields

Display all user-defined fields that have been customized for this form.

Communicate

New History Item

Add a new business note, phone log, e-mail message, appointment, or file to the Communication History of the record.

Options

Customize Form

Add user-defined fields to this form.

Options

Check Names

Resolve the e-mail address or linked record, and ensure it is valid.

Note: To access this form, on the Business Contact Manager menu, click Business Projects, and then double-click a Business Project record.

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