Resources and Roles

Resources and Roles

View and/or edit a project’s entire team and their respective roles within the project.

  • From navigation menu go to: Project > All projects

  • Click on the desired project name to open it

  • Go to left-menu Resources in order to:

  • View all project team members and their project roles:
       - Project owner
       - Contributor – can view only the items assigned to them
       - Project leader – can view, create and modify all items in project
       - Team member – can create items and only modify those they created
       - Steering committee – own the business case and monitor project progress- Click on the 3 vertical dots icon of a resource card to remove that resource or modify their roles (except for project owner which cannot be altered)



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