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Level 6
March 14, 2018
Question

Adding People to Project Team

  • March 14, 2018
  • 11 replies
  • 1779 views
Hi All, Calling all WF experts! I'm trying to add users to a project, even though they are not assigned to any tasks, but I want them to be included on the project team. I've gone to People - Staffing - Add Users , but not everyone in the system is popping up as option. I've already gone into the settings and de-selected the role or group needed. (see uploaded screenshot) So my question is- why do some folks appear when I type in names, and others don't??? I've compared the user settings for one person who appeared, vs. someone who didn't- and I'm not sure what the criteria is..... tks! Karen Karen Rutz Harvard Alumni Affairs and Development
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11 replies

Level 8
March 14, 2018
Hi Karen, not sure if this may be it or not, but I went to Project --> Staffing --> Scheduling --> Add Users, and I found that I could add anyone who had a Work or a Plan license in my instance, but the ones that came up with 'no matches'/unable to add were those individuals who have Reviewer licenses, so perhaps this is the same situation you are having in that the individuals that you were trying to add do not have a Work or a Plan license. Terry Hynd EBSCO Information Services