Define Project Team
Explanation
Project access to others than the managers is defined via
project teams. Register your different workgroups here. This is where the planning
of project access starts, so think carefully through which teams that are necessary
to create. A team may consist of as many members you like, even all employees
in a company. This is easily achieved by using the wildcard symbol % as Employee,
then you give access to all employees in the given company.
Prerequisites
- The persons that need access to the project must exist as employees
in a company (Company/Employees).
If the person needs to report time and/or cost on the project activities,
he/she needs to be registered as an employee in the same company as the
one associated with the project (Project/General).
Otherwise, it does not matter which company he/she exists as employee.
System Effects
- You can now define access for your projects in
Access
Definition.
- If the Access to New Projects slider switch is enabled, the team will
automatically be granted access to all new projects that are created. When
creating new projects, the system will automatically create a record in
Access
Definition for this team, with the wildcard symbol % in
Sub Project field. This gives access to all the persons
that are members of the team to the whole project. If there are certain
sub projects the team should not have access to, you need to specify this
manually by adding one or more exclude-rows in
Access
Definition.
- The team members will automatically have access to the sub projects
that this team is assigned to. If the company is the same as the project
company, the team member will also have access to report time and/or cost
on the project.