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14.43 How to assign multiple individuals to a Project

Apr/4/2007



 

Assigning multiple individuals to a Project is done through the Team icon  in the main toolbar within Projects. Clicking the Team icon will open the main page where you can add both Employees and Guests(external participants) to the Project.

Along with assigning multiple individuals to a Project is the ability to specify any rate for billable hours for Employees, Estimated time to be spent on a Project and Role.

Establishing the Role for Guests will enable them to log in and view the project details as well as upload documents and send messages through the web module as a Project is progressing.

Below is the main view of the Team window.

Clicking on New Guest or New Employee will open a new set of fields to add multiple individuals. When you have added all of your Guests and employees your changes will automatically be saved.


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