File in Project dialog box

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.

Project

Select a Project Center project from the drop-down list to link the Outlook item to. Click the dotdotdot.bmp icon to open the Select a Project dialog box for a complete list of projects.

File in:

Default Project Location

Choose this option to file the Outlook item in the default project email folder location. Click the info.bmp icon to display the default folder location.

Another Project Location

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 dotdotdot.bmp icon to open the Add to Project Item dialog box to select the project folder or item to file to.

Filing Options

Save Copy of Attachments Separately

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.

Move to Another Email Folder/Leave Message in Current Folder

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.

Filing Instructions

The text in this field explains how Outlook messages are handled after they are filed in Project Center.

Change

Click to open the Edit Email Filing Options dialog box to configure how Outlook messages are handled after they are filed in Project Center.

 

Select in Project Center After Filing

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.

OK

Click to file the Outlook item in Project Center.

 

To access this dialog box

        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.