Manage the Project Team

Every project can have a team of people attached to it. This includes internal team members and outside parties like consultants, contractors, and vendors.

These all live together under the project’s single Team tab, each in its own collapsible section — Team Members, Consultants, Contractors, and Vendors. Each section starts collapsed; click its heading to expand the group you want to work with.

Adding team members

1. Open the project.
2. Click the Team tab.
3. Expand the Team Members section.
4. Click Add Team Member.
5. Search for or select the team member from your firm’s directory.
6. Save.

The team member now appears in the Team Members section.

Adding consultants

1. Open the project.
2. Click the Team tab.
3. Expand the Consultants section.
4. Click Add Consultant.
5. Search for or select the consulting firm from your consultants directory.
6. Save.

Adding contractors

1. Open the project.
2. Click the Team tab.
3. Expand the Contractors section.
4. Click Add Contractor.
5. Search for or select the contractor from your contractors directory.
6. Save.

Adding vendors

1. Open the project.
2. Click the Team tab.
3. Expand the Vendors section.
4. Click Add Vendor.
5. Search for or select the vendor from your vendors directory.
6. Save.

Removing someone from a project

To remove a person or company from a project, expand the relevant section on the Team tab and use the remove or unlink option next to their name.

Note: Removing a team member from a project does not delete them from your firm’s directory — it only removes the connection to this project.

Related pages

• Projects
• Team Members
• Consultants
• Contractors
• Vendors
• Add a team member
• Add consultants, contractors, and vendors