Adding Members to a Project

The project owner and any member with Project Lead access can add members to a project. A project member can be an individual person, a group, or a role. For projects whose visibility is set to Members, a person must be a member to view project information (although non-members can still be assigned WBS tasks within the project). Even for projects with company visibility, the only way for users to have edit access to a project is for them to be added as members and assigned an access level that allows editing. Furthermore, even for projects with company visibility, a non-member must search for the project to see it. Members see the project listed on their Projects list page, making it easier to access. See Editing Member Access for more information on visibility and security.

When a role or group is added to a project, all users for all companies who are assigned to that group or role can access the project. Such users do not see the project listed on their Projects page (the page that appears when you click the Projects link from the Program link) but can access the project by searching for it.

This task shows you how to:

Add Persons as Project Members

Before you begin: View the members list for the project. See Listing Project Members.

  1. Click Add Person from the page Actions menu or toolbar.

    The Search page displays.

  2. Enter one or more of the following search criteria:

    Name. The person's name.

    Title. The title of the person.

    E-mail. The e-mail address of the person.

    Phone. The phone number of the person.

    Company. The company the person works for.

    Location. The location where the person works.

    Project Access. The person's access to the project.

    Project Role. The project role for the person.

  3. Click Search.

    For each person, this page lists these details:

    Name. The person's name. Click the name to see that person's profile.

    Title. The title of the person.

    Email. The person's email address.

    Phone. The person's phone number.

    Company. The company the person works for.

    Location. The person's location.

    Project Access. The project-level access to assign to this person. Required when adding a person as a project member through a search.

    Project Role. The project role to assign to this person. Required when adding a person as a project member through a search.

  4. Choose the Project Access level for each person.


    • Project Member. Can view all project information but cannot edit it.
    • Project Assessor. Can view all project information. Can create assessments, decisions, discussions, issues, meetings, and routes.
    • Financial Reviewer. Can view all project information. The only editing ability is to create new financials and import financials.
    • Project Lead. Can view and edit all project information. Has the same accesses as project owner except cannot delete the project or reassign ownership.

    Project Owner access cannot be assigned through the Member page. To reassign ownership, the current owner must click Edit from the Basic Information page. See Editing Basic Information for a Project or Project Concept.

  5. Optionally, choose the Project Role for each person. The available project roles are set up by the host company. The project role has no affect on access or security.

Add Roles or Groups as Project Members

  1. Click Add Role or Add Group from the page Actions menu or toolbar.

  2. Check the roles or groups you want to add.

  3. Click Done. The roles or groups are added to the Members page with a default access of Project Member.

  4. To change the role's or group's access, click for the role and choose a different access level, or use Edit All in the page Actions menu or toolbar. See Editing Member Access.