Find and manually affiliate a project in Outlook
Search within the active organization when email detection does not find the correct project.
In this article
Open the Project tab and confirm the active organization.
Search by distinctive code or name rather than a sentence from the email.
Compare candidate code, name, and private or shared side.
Select the authorized project and confirm affiliation.
Return to Overview and verify that the confirmed project is displayed.
Practical guidance
Use manual affiliation when the detected candidates do not identify the correct project. Search with a distinctive code or name, inspect the proposed record and confirm only the intended project. After the action, check the displayed affiliation before proceeding to project-specific files or participants.
Advanced tips
A search returning no match is not sufficient reason to create a duplicate. Check the organization and access with the owner first. If an earlier affiliation attempt partially succeeded, inspect the current state before applying another change.