Add a Transmittal Purpose

Perform the following steps to add a new transmittal purpose. Users can then select the purpose from the Purpose drop-down lists of transmittal dialog boxes.

You must be a Project Center administrator  to perform this procedure.

To create a new transmittal purpose

1.     If you are not already there, open the Project Center Administration activity center (shown below) by clicking Project Center Administration from the Tasks panel of the My Project Center activity center, or from the Activities list.

2.     Click the Keywords tab.

3.     From the Keyword Lists, select Global Transmittal Purpose List as shown here:

4.     Click Modify to open the Project Keyword List dialog box, then click Add to open the Add Project Keyword dialog box (shown above).

5.     Enter the new purpose in the Name field and a description in the Description field.  

6.     Select the type for the new purpose from the Type drop-down list, then click OK. Click OK again.

7.     Click Save Changes to save the changes to the Project Center database. The purpose is now available to be assigned to any transmittal.