How to add users to project by default ?

Last post 10-02-2008 4:12 PM by Steve Thompson. 4 replies.

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10-02-2008 3:37 PM

Kannan Sambamoorthy
Joined on 02-28-2008
Posts 11

How to add users to project by default ?

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When a new project is created i want our "Leadership" team members to be on the project by default. This will enable them to see those projects in their view.

Suggestions ?

Kannan Sambamoorthy PMP

10-02-2008 3:49 PM In reply to

John Filicetti
Joined on 02-15-2006
Posts 1,137

Re: How to add users to project by default ?

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Create a Leadership workgroup and add to the project when you generate your project after approving the project request or add the workgroup to your template and save the template with the workgroup. It will be populated when you create a project from the template or use the template when generating your project.

10-02-2008 3:53 PM In reply to

Kannan Sambamoorthy
Joined on 02-28-2008
Posts 11

Re: How to add users to project by default ?

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Thanks John. currently anybody can create project in our organization. This being additional step and they tend to forget. Is this the only solution ?

Kannan Sambamoorthy PMP

10-02-2008 4:02 PM In reply to

John Filicetti
Joined on 02-15-2006
Posts 1,137

Re: How to add users to project by default ?

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This is the only "automated" way I am aware of. Workgroups is a good way to manage members.

10-02-2008 4:12 PM In reply to

Steve Thompson
Joined on 02-24-2006
Denver, CO
Posts 733

Re: How to add users to project by default ?

Reply Contact

Define "see". For many customers visibility to all projects via the Executive Tab meets the need you speak of and this gets around the whole adding users issue. If your users need hands on, working access to the project then yes, Johns' solution is the best as we do not have an automated forced membership option.

If they truly only need to see a project's data or basic info (those things visible in the Exec Tab) then bump your users up into a modified Executive profile and set the permissions so they can't do anything you don't want them to.

hope that helps!

Steve Thompson | Sr. Solutions Consultant
Daptiv

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