Before each project is scheduled, the administrator assigns individuals or user groups to the general project roles (also known as "Profile" roles). Project managers will then assign individual team members to projects according to their availability. Search functionality is available to assist in locating team members that should be added to the project. The recommended method to assign team members is through the Project Scheduler. For more information, see Assign Team Members and Plan Hours in the Project Scheduler.
Select the Default GRC context from the context menu.
Click the Projects tab.
Select Pending, Current, or Complete from the Execution group.
Click the project name from the project hierarchy tree.
Click Expand in the Project section to view the project attributes.
In the Project section, click the Team Member link.
Click the Action Menu and click Link Users or Link User Groups.
Select the check box next to the name of the user(s) or the user group(s) to be added.
Note: Click Edit Search to create, edit and execute a search to narrow the list of users.
Click Save.
Once a team member is added to an project, the system will automatically make assignments based on the "Internal Project Profile Role" assignment definitions found in the Team tab under "Plan and Create Infrastructure". These role/permissions assignments will be shown in "Activity Assignment" section of the Team Member tab based on the role association to an activity.