July 16, 2018
Information on how to manage People assigned to projects, programmes, activities and services.
Project & programme people
Add people
Navigate to the Delivery view of your project / programme to add your team and other people involved in leadership or governance roles. It’s best to do this before you start adding much detail to your project / programme so you can then allocate people to other items such as risks, tasks etc. When you add people to your project / programme you also define their roles and decide what level of access they will have to your project / programme information. See the table underneath the screenshots for more information on security.
| Security actions | Definitions |
|---|---|
| View: Basic | View basic project / programme information, manager,description,status |
| View: Items | View all management items: risks, change requests, decisions, issues. |
| View: Tasks | View all tasks, milestones and task assignments. |
| View: Value | View benefits, concept (business case), investment profile. |
| View: Finance | View of financial information. |
| View:Misc | Everything else including project / programme documents, baselines etc. |
| Create: Items | Create any management item: risk, change request, decision, issue. |
| Create: Tasks | Create tasks, milestones etc. Assign people to tasks. |
| Manage: Value | Manage value items. Modify benefits, priority and investement information. |
| Manage: Delivery | Modify any project / programme item. Manage project / programme security and miscellaneous items. |
Modify or remove people
Activity people
Add, modify, remove people
Navigate to your activity to add, modify or remove people.
Define people’s security access
Service people
Add, modify, remove people
Navigate to your service to add, modify or remove people.
Define people’s security access
