Project Center Add-in for Microsoft Outlook Toolbar

Project Center integrates with Microsoft Outlook through its Project Center Add-in for Microsoft Outlook. A toolbar is added to Outlook that you can use to perform various functions on email itemsSupported email items include email messages, tasks, posts, appointment/meetings, contacts, distribution lists, journal items, meeting requests, and reports. . The toolbar options change depending on the mode you are in. Click any of the menu items in the examples below for information on what each does.

Microsoft Outlook 2007 toolbar

1   Scroll to the bottom to see the Microsoft Outlook 2010 main window.

Selecting unlinked email items

When you are in a Microsoft Outlook folder and select an un-tagged email item (one that is not linked to a Project Center item), the following version of the Toolbar appears:

1   Email items that are linked to Project Center items have a tagA tag is a text identifier that Project Center appends to an Outlook item's Subject line to indicate which Project Center project and item the Outlook item is linked to. Do not edit or remove it.

The tag will look similar to the following example: ActionItem:00004:lCSPU appended to the subject.

   

 

Selecting tagged email items

If you select an email item that is linked to a Project Center item (one that has a tag appended to the subject), the Toolbar buttons change, as shown in the following examples.

Action items

If you select an email item linked to an action item, the File in Project button becomes File in Action Item, and the Actions button is enabled. This example shows the Toolbar when the selected email item is linked to an action item:

  

 

Meetings

If you select an email item (in this case, appointments, meetings, tasks, or journal items) linked to a meeting, the File in Project button becomes File in Meeting, and the Actions button is enabled. This example shows the Toolbar when the selected email item is linked to a meeting:

 

 

Contract Management items

If you select an email item linked to a contract management item, the File in Project button becomes File in Contract Management Item (the type of contract managementRFIs; submittals; contracts; change orders; change order proposals; addendums; supplemental instructions; bulletins; construction change directives; proposal requests; sketches and supplemental drawings. item depends on the type initially filed to) and the Actions button is enabled. This example shows the Toolbar when the selected email item is linked to a construction change directive:

1   For a contract management item to have a tagA tag is a text identifier that Project Center appends to an Outlook item's Subject line to indicate which Project Center project and item the Outlook item is linked to. Do not edit or remove it.

The tag will look similar to the following example: ActionItem:00004:lCSPU appended to the subject., it must be files as a Reviewer Response from the File As dialog box.

  

 

Multiple Project Center items

If you select an email item linked to multiple Project Center items, the File in Project button becomes File in Newforma Items, and the Actions button is enabled. This example shows the Toolbar when the selected email item is linked to multiple Project Center items:

   

 

Other Outlook situations

If you select certain items that cannot be filed, such as an unsent email message, or do not have a message selected, most Toolbar buttons will be disabled, as shown in this example:

  

 

If Outlook is not connected to the Exchange Server, the filing and search functions of the Toolbar are disabled, as shown in this example:

 

 

Microsoft Outlook 2010 toolbar

In Outlook 2010, the Project Center Add-in for Microsoft Outlook is now integrated into the toolbar, as shown in this example:

 

Microsoft Outlook messages

In Outlook 2007 and 2010, the Project Center buttons and menu items are located in the Message ribbon, as shown in the following examples for a new message (the left example), or when an existing message is open (the right example).

                                            

For creating a meeting from a calendar item, the Project Center button and menu items are located in the Meeting ribbon, as shown in this example: