How to add members to a project in the PPM module?

Category: PPM

Profit.co provides an option to add members to the project in the project portfolio module.

Why this feature?

  • Easily collaborate by adding team members to projects, ensuring efficient task delegation and smooth coordination throughout the project lifecycle.
  • Improve project tracking and accountability by assigning members to specific tasks, allowing clear ownership and progress monitoring.

Step 1:

Navigate to Portfolios and Projects → All Projects from the left navigation panel and choose your preferred project.

Step 2 : 

On the Project Overview page, switch to the Members & Access page. Click the + Add Members button. Select the members for the project, once done click Update.

Note: You can assign members as either Project Owners or Project Users. Both roles can make progress on project milestones and tasks.

To create an External Member for the project, Follow the below steps:

Click the + Create External Member button, on the Members & Access page.

On the Popup, Enter the Name, Email, and Job Title. Once done, click the Create button.

External Members will add the Members & Access page.

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