The efficient staff alone does not ensure a project's success. Meticulous planning of project staff; the permissions are given to a project role; the flexibility in changing project roles and more come into play to ensure the project as a whole turns out to be a success.
To configure the project's staff, that is, to add members to a project, assign roles to project members and establish the project hierarchy click the Members tab.
Click the Members tab from the LHS panel. Click the Add Member link.
Available Technicians'/Users' List already configured in the application would be displayed.
Select Project Member(s) (from the available Technician list (OR) add Technicians of your choice).
Select Project Role from Project Role drop-down and click Save.
However, well-planned your project might be things are bound to go off-course when there are innumerable Tasks to be executed. To ensure project managers are ready enough to face such incidents they are allowed to 'change project member role' as and when required.
This feature is predominantly used to ensure grey areas of the project get enough attention. That is, let us say a project member has completed his part and is free, yet the project is progressing at a rather slow rate, then this member could be assigned some other role that might help accelerate the project.Speeding up the Project is not the sole objective, you can also use this option just to Change Project Member Role if such a need arises.
Click the Members tab from the LHS Panel.
Check the box next to the member whose 'Project Role' is to be changed.
Click the Assign Project Role button on top of the page and from the Project Role drop-down, select the role to be assigned
While creating a Project a number of unforeseen events that might occur should be taken into account. For example, a member falling sick, a member deciding to quit, or a member requesting a role change and so on.
Such project members can be kept on the bench by changing their status to Inactive. Milestones and Tasks associated with inactive members can be assigned to other project members. Inactive project members can be reinstated by changing their status to active.
Click the Members tab from the LHS Panel.
Check the box next to the member whose Status is to be changed.
Click the Assign User Status button on top of the page. Select Inactive to keep Project Member on the bench. Select Active to reinstate Project Member
Click the Members tab from the LHS Panel.
Check the box next to the members who need to be deleted and click the Delete button on top of the page.