Adding a team member

As long as you have security level permission to view projects, being a project team member means that you have access to project information.

• Any resource or client contact who is assigned to a project task is automatically added as a team member, and has access to the project (client team members through the Client Portal).
• Resources with full project security permissions also have access to all projects.

To provide access to specific projects for resources without task assignments or full project permissions, you can manually add them to the project team in one of the following ways:

• From the New Project page, when you create the project you can add multiple internal resource or contact team members from the same page. For details, refer to Adding a project with new content.

NOTE  You cannot add team members to existing project from the Edit Project page. You must use the New Team Member page.

• From the Team page of an existing project, right-click a current team member and select Find Similar Resource. Refer to Context menu.
• From the Team page of an existing project.

To add a team member to an existing project, do the following:

1. To open the page, use the path(s) in the Security and navigation section above.
2. On theTeam page, click New. The New Team Member page will open.
3. Select either a Resource or a Contact as a team member. Only one field can be populated.
4. If you selected a resource, the all billing roles the resource is associated with through any department appear in the Billing Roles field. If the resource were to track any time on a task, all billing roles would be available for selection.
   If you select a contact, the Billing Roles field is blank.
5. If you selected a resource, the Daily Capacity field defaults to the project's Daily Resource Capacity, but can be modified for the resource. Refer to Use Capacity to Calculate Duration.
6. Click Save & Close or, if you need to add additional team members, click Save & New.