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.