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Project members are people involved in the execution of a project. You can use the project membership to limit the access to a project by selecting the Only visible to members check box in the corresponding project card. You can further limit the access by defining an active period of the membership whereby a member can only access a project within the defined period. A project manager and an account manager of the linked account (if any) will be automatically added as project members. On this page, you can add or maintain a project member.
All project managers and users with the Administrator, Project administrator, or Production manager role with the Corporate level can add or maintain project members.
The information in this document is based on product update 250.
Keep in mind: A project manager and an account manager are automatically added as project members and cannot be removed from the project.
Click this to add the person as a member of the project, or to save the changes made.
Click this to add the person as a member of the project, and to add another member.
Click this return to the project card.
Type or select a person to be included as a new member. This information is mandatory.
Note: If you are maintaining an existing member, this displays the name and job title of the member. Users with the Employee self-service (ESS), CRM, or Professional role, as well as users with the Hour entry role can be added as project members. Users with the Project controller role can also be added as project members.
Type or select the start and end dates of the membership. If you are maintaining an existing member, this displays the validity dates defined for the membership.
Select this check box to inform the corresponding person on the membership via a Task request.
Note: This is available only when you are adding a new member.