Viewing project information
The Process Manager tab enables you to view projects that meet the following criteria:
- The current contact is listed as the Primary Contact of one or more Process Manager projects.
- The current user is a member of an Opportunity security group with sufficient permissions to view the projects..
The following fields display on the Process Manager tab: Description, Status, Expiration Date. The Process Manager tab does not allow editing or inserting of information, however, you can double-click on any project listed to open the Process Manager and view more information or, with the proper permissions in place, make edits to a project.