The Project Team page

SECURITY  Permission to view projects. Refer to Project security settings.

NAVIGATION   > Projects > Search > Projects > click Search > context menu > View Project > Team

Project team membership determines if a user can view a project. Resources whose security level does not provide full access to the projects module, outside consultants with limited access to Autotask, and clients who have permission to see project information can all be added to the project team. As team members, they can work on tasks, provide input, access project data through reports, and review the progress on the project.

NOTE  The Autotask security level for resources who do not have full access to the Projects module must include permission to view projects. This permission is added through the Admin module. Refer to Project security settings.

The project team consists of the following types of team members:

  • Internal resources who are assigned to tasks as primary or secondary resources
  • Individuals who have limited security level permission, are not assigned to tasks, but need to access the project
  • Customer contacts who are assigned tasks for approval or completion

You manage project team membership on the Team page. To open the page, use the path(s) in the Security and navigation section above.

Button Description
New Click to open the New Team Member page. Refer to Adding a team member.
Find Resource Click to run a search to find an available resource with the right profile to add to your team. Refer to The Find Resource wizard.
Email Project Team Click to open an email form that allows you to send an email to team members. Refer to Emailing the project team.
Tools > Workload Report Click to open the workload report to check resource availability. Refer to Workload report.
Tools > Reconcile Internal Team Click to remove any team members without task assignments. You must confirm this action before it is final.
Option Description
Edit Click to open the Edit Team Member page. Change the resource's billing role or daily capacity as needed. If the resource has no assigned tasks, you can select a different resource to replace the current team member.
Remove Select this option to remove the individual from the team. Click OK to confirm.
Find Similar Resource Click to run the Find Resource wizard, pre-populated with search criteria based on the selected resource. The wizard indicates the percentage of points that match. To add a matching resource to the team, select the check box for that resource. Click Next and set up Notifications if desired. Then click Finish.