Define Jobs

This page allows you to define the specific job of an individual involved in the completion of your project.

Person's Job

In the field provided, enter the job name of the current individual.

This Person's Administrator status

After this text, there exists a pull-down menu. From this menu, you may assign the current individual the status of a Project Administrator for your project. Keep in mind that the role of Project Administrator comes with added permissions for the purposes of project management. Do not assign an individual the role of Project Administrator unless you are certain they should have any additional permissions.

Financial Access * This may not apply if the financial section has been customized for a custom server.

This category gives you the choice of three buttons that each give a certain amount of access to the financial information of your project. Make sure you are certain of how much access you would like to give to the individual to the project's financial information before making a choice. "None" will prevent the individual from accessing any of the project's financial information. "Read" will allow the individual to see the financial information for the project but will prevent the individual from making any changes to that information. "Read/Write" will grant the current individual the ability to both see and edit any of the project's financial information.

Job Relationships / Contacts

In this section, you should see a list of any individuals in the same organization who are involved in the completion of your project. Beside each is a pull-down menu that allows you to define each individual's relationship with the current individual. The current individual is highlighted in green.

You can also specify whether the current individual is a contact.  

Save Changes

Click this button to save any changes you have made.

Remove from Project

If this individual's responsibilities have shifted and they no longer work on this project, then you can remove this individual from the selected project on this screen.  Only use this option if they still work for the organization.  

Remove from / Add to an Office

If this individual has moved physical locations, and there are still people on the project at the old location, then you can remove them from an office at this location.  The link will then change to 'Add to an Office' and you can add them to the correct office.  If the entire office moves, then you can edit the office's address from the Contacts page.  

Is no longer with Organization

If this individual is no longer involved with the organization in any way, then you should remove them from the organization instead of removing them from the project.  This will remove them from all projects that they are on through this organization.

If the individual is on projects for which you are a project administrator through multiple organizations, then instead of using this option, you should choose 'Remove a User from All My Projects' from the main Projects page.

Created with HelpSmith.