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)