How Do I Assign Project Team Members?

Do the following to assign team members to a project:

1. Go to the project to which you want to assign team members.
2. On the Details tab, click the Project Team tab and do one of the following:

1. • Assign members individually by selecting Assign Employee from the Action drop-down list. In the Role column, specify the employee's project role.

   • Assign an existing team, created in Preferences, by selecting Assign Team from the Action drop-down list.

3. To change an employee's preset bill rate, edit the value.
   • The change will update all time entries that have not been billed for the employee to the new rate. This action cannot be reversed. You must have permissions to view and edit rates to make changes.

4. Select the Approve T/E check box to give an employee authority to approve time and expense entries.
5. Clear the Active check box to prevent an employee from being able to enter time for the project or do anything else related to the project.
6. Click Save for each employee for which changes have been made.