Use this dialog box to file the selected Outlook item to a Project Center project, action item, document set, markup session, project folder, RFI, submittal, project timeline item, or transmittal.
You can file email messages, meeting requests, calendar items, and posts using this dialog box. To file contacts and distribution lists, you must drag and drop them into Project Center.
Select a Project Center project
from the drop-down list to link the Outlook item to. Click the
icon to open the Select a Project
dialog box for a complete list of projects.
Choose this option to file the Outlook item
in the default project email folder location. Click the
icon to display the default folder location.
Project Center automatically creates subfolders for the option selected in the Edit Project Settings dialog box based on the date the email message was sent.
Choose this option to file the Outlook item
to a different project folder, or an action item, document set, markup
session, RFI, submittal, timeline item or transmittal. Click the
icon to open the Add
to Project Item dialog box to select the project folder or item to
file to.
Mark this checkbox to save a copy of any attachments separately from the Outlook item you are filing (the original attachments will still be saved with the item). You can save the copies in a different project folder, or to the items listed above.
Use this checkbox as a one-time change in how you file this message.
● If the Move Manually Filed Email to checkbox in the Edit Email Filing Options dialog box is marked (the item will be moved), then this checkbox is labeled Leave Message in Current Folder and checking it will not move the message after you file it.
● If the Move Manually Filed Email to checkbox in the Edit Email Filing Options dialog box is cleared (the item will not be moved), then this checkbox is labeled Move to Another Email Folder and checking it moves the item after you file it.
The text in this field explains how Outlook messages are handled after they are filed in Project Center.
Click to open the Edit Email Filing Options dialog box to configure how Outlook messages are handled after they are filed in Project Center.
Filing options do not apply to Outlook calendar items and tasks.
Mark this checkbox to open the Outlook item in Project Center's Project Email activity center (if Default Project Location was selected above), or in the selected Project Center item's activity center (depending on the option chosen in the Another Project Location field above) after clicking OK to file it.
Click to file the Outlook item in Project Center.
● Select an Outlook item that is not linked to a Project Center project, then click File in Project from the Project Center Add-in for Microsoft Outlook Toolbar.
● Create a new email message, then click Send and File in Project.