Project Member Management

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 on Members tab.
 

Contents

Adding Project Members
Changing Member Roles
Changing Member Status
Deleting Project Members
Member Hierarchy Diagram

Adding Project Member(s)

Click on 'Members' tab. Select 'Add Members' link
Available Technicians'/Users' List already configured in ServiceDesk Plus 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 menu and click Add.

Changing project members

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's 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 speed up 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 on Members tab.
• Click on 'Project Role' of the member whose role is to be changed.
• From Project Role drop-down, select the role to be assigned. 
  
   

 
Changing Project Member Status

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 in 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 change their status to active.

• Click on 'Members' tab.
• Click on 'User Status' to be changed.
• Select Inactive to keep Project Member in the bench.
• Select Active to reinstate Project Member.

 
Deleting Project Member(s)

Project Members can be deleted in two ways:
a. Bulk Delete: From Member List View, select Project Members to be deleted, and click on Delete Icon.
b. Single Delete: Select Project Member to be deleted and click on Delete Icon.
 
Member Hierarchy Diagram Example