Creating and maintaining projects - Members tab
Menu path
Projects
➔ Projects ➔ Maintain projects
Introduction
This screen will be displayed when the Members
tab in the project maintenance screen is clicked. For more information, see Creating and maintaining projects. In this tab, you can obtain an overview of the details of the members related to the current project.
What version are you using?
The information in this document is applicable to product
update 421 and higher. If you have versions lower than this, certain features
explained here will not be applicable.
How do I view the members of the project?
- In the Projects > Projects > Maintain
projects screen, define the search criteria.
- Select a project.
- Click Open.
- Click the Members tab.
Keep
in mind: The Open button is enabled only if a
project is selected in the overview.
Fields
Only visible to members
In an integrated environment between Exact Globe Next and Exact Synergy Enterprise, selecting this check box will only affect the access to projects in Exact Synergy Enterprise whereby only the project members are able to do the following:
- view the corresponding project maintenance card, and
- view the details of the corresponding project when entering the labor hours
However, in any environment, selecting this
check box will still permit all the people access to the projects in Exact
Globe Next as long as they have the project viewing and maintenance rights. You
can define the project viewing and maintenance rights for a specific person at System ➔ General ➔ HR & Security ➔ User rights. For more information, see Overview of user rights.
Realizations: Members
Select this check box to allow only the project
members to define the hour realizations for the project.
Note: By default, the following columns are
displayed. It is possible that not all the columns in the overview are displayed. You can add or delete columns as required. For more information, see Inserting and deleting columns.
Full name
This column displays the names of the members.
Person
This column displays the IDs of the members.
Start date
This column displays the start dates of the membership validity.
End date
This column displays the end dates of the membership validity.
Project manager
The selected check box indicates that the corresponding member is the manager of the project and hence cannot be removed from the project. A project manager is automatically added as a project member.
New
Click this to add a member to the project.
Edit
Click this to edit the start and end dates of the validity period of the selected member.
Note: This icon is enabled only if a member is
selected.
Delete
Click this to remove the selected member from the project. A member who is a project manager cannot be deleted. Only the system administrator or project manager is allowed to add, edit, or delete a member.
Note: This is icon enabled only if a member is selected.
Related documents
Main Category: |
Attachments & notes |
Document Type: |
Online help main |
Category: |
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Security level: |
All - 0 |
Sub category: |
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Document ID: |
14.215.268 |
Assortment: |
Exact Globe+
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Date: |
26-09-2022 |
Release: |
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Attachment: |
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Disclaimer |