Adding Team Members to a Project

In this topic, you will learn how to add and assign team members to a project.

Steps:

1. Click the Main Menu button.

   Step 1

2. Click the Scroll Down button.

   Step 2

3. Click the Project Costing menu.

   Step 3

4. Click the Project Definitions menu.

   Step 4

5. Click the Team menu.

   Step 5

6. Enter the desired information into the Business Unit field.

    

   Enter "USCIP".

   Step 6

7. Enter the desired information into the Project field.

    

   Enter "20000021".

   Step 7

8. Click the Search button.

   Step 8

9. Use the Team page to view and edit team members involved with this project.

   Step 9

10. There are currently no team members assigned to this project. Let's change that.

    Step 10

11. Click the Add Team Member button.

    Step 11

12. Enter the desired information into the Employee ID field.

     

    Enter "293654784".

    Step 12

13. The Name field automatically fills based on Employee ID. Email ID has been entered in advance to save time.

    Step 13

14. Click the Look up Project Role (Alt+5) button.

    Step 14

15. Click the PROJ_MGR link.

    Step 15

16. Click the Project Manager option.

    Step 16

17. The above actions have added Jim to the project, and clicking here will add Jim to activities within the project.

     

    Click the Add Member to Activity Team button.

    Step 17

18. Click the Row 1 option.

    Step 18

19. Enter the desired information into the Description field.

     

    Enter "Project Manager".

    Step 19

20. Click the Select option.

    Step 20

21. Click the Copy button.

    Step 21

22. Click the Save button.

    Step 22

23. Click the Home link.

    Step 23

Congratulations, you have successfullyl learned how to add and assign team members to a project.

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