Assign project team members

The person creating the project is added automatically to the team list.

Team members are added or removed as the project/contract moves along its lifecycle or staff leave or join the team.

At a minimum the Project Team should be a person who has the P2i Senior Director or P2i Director role and others in the immediate team.

Note  

  • A team member on the list can add and remove members.

  • A team member cannot remove themselves. Another team member will be able to remove you.

  • The Project Team receives notifications regarding the status of the procurement project and any changes to the ownership of the procurement project (such as late starting task notifications).

  1. In the project, Click Details tab > Project Team.

  2. Click +.

    project's project team list

    the select users to add to project team screen

  3. Use the Quick Selection by Name field to locate project team members by name.

    • Type the member's first or last name.

    • Click their name in the list.

      the select users to add to project team screen

    • Repeat for all other Project Team members to be added.

  4. Click Save.

    the selected user to add to project team screen

  5. Click Ok when prompted by the system.

    project's project team list

  1. Click hyperlink Select with Search Criteria.

    the select users to add to project team screen

  2. Type Role in the Filters field.

    the select users to add to project team screen with filters

  3. Select Role from the dropdown list.

    the select users to add to project team screen with filters

  4. For the Role Criteria field:

    • Operator - select Contains

    • Value - type the P2i Role Name (e.g. P2i director).

    the select users to add to project team screen with filters

  5. Click Search.

  6. Tick the team member/s and click Save.

    the select users to add to project team screen with filtered results.

  7. Click OK (when prompted by the system).

    project's project team list