July 25, 2022
Information on how to manage people assigned to projects, programmes, activities and services.
Project and programme people
Add people
Use the Shortcuts drop down button to add people to projects/programmes. This button is viewable on most project/programme views, in the top right hand corner.
We recommend you add your people before you start adding much detail to your project/programme. This is so you can then allocate people to other items such as risks, tasks etc. When you add people to your project/programme you also define their roles and decide what level of access they will have to your project/programme information. See the table underneath the screenshots for more information on security.
| Security actions | Definitions |
|---|---|
| View: Basic | View basic project / programme information, manager,description,status |
| View: Items | View all management items: risks, change requests, decisions, issues. |
| View: Tasks | View all tasks, milestones and task assignments. |
| View: Value | View benefits, concept (business case), investment profile. |
| View: Finance | View of financial information. |
| View:Misc | Everything else including project / programme documents, baselines etc. |
| Create: Items | Create any management item: risk, change request, decision, issue. |
| Create: Tasks | Create tasks, milestones etc. Assign people to tasks. |
| Manage: Value | Manage value items. Modify benefits, priority and investement information. |
| Manage: Delivery | Modify any project / programme item. Manage project / programme security and miscellaneous items. |
Modify or remove people
Use the left hand Vertical Navigation Bar to navigate to your People tab. You can modify or remove people from the Responsibility or Allocations views.
Activity people
Add, modify, remove people
Navigate to your activity and use the Functions drop down button. This button is viewable on most activity views, in the top right hand corner. Select Edit Initiative Details to add, modify or remove people.
Define people’s security access
Service people
Add, modify, remove people
Navigate to your service and use the Functions drop down button. This button is viewable on most service views, in the top right hand corner. Select Edit Initiative Details to add, modify or remove people.
Define people’s security access
