Working on a project with a team in Cross-Wind®

Sometimes projects are big enough that it requires two or more of your teams buyers to work up the specifications. So how do you keep all of the information in one project for tracking and reporting purposes and share that project workload among the rest of the team? In Cross-Wind you can share the project with other team members. Those team members can receive the RFQ response emails as well as the Owner of the project. Ownership of the project can also be reassigned from the Owner list so that a project can be transfered from one Print Buyer to another within the group. To reassign project ownership:
1. From the Project List, locate the project for which you will edit ownership or share with other co-workers.

2. Click the Buyer name listed in the Current Owner column. A pop-up window appears with all
Buyers in the existing group.

3. Attach the Buyer to the project by clicking the check box next to the Buyers name. If you want to transfer ownership of the project, click the radio button next to the Buyer who will become the new project owner. If you reassign ownership of a project, the new owner must also be attached to the project.

4. Click Save. A message appears indicating that your selection was saved.

5. Click Close to return to the project list.

Attaching a Buyer to a project allows the attached Buyer to view and edit the project.
1. From the Project List, locate the project for which you will edit attachment.

2. Click the Buyer name listed in the Current Owner column. A pop-up window appears with all
Buyers in the existing group.

3. Click the check box next to the Buyer who will be attached to the project.

4. Click Save. The project will now appear in the project list of all Buyers who are attached to the
project.