Managing Projects › Set Up a CA Clarity PPM Project › Create the Project Team

Create the Project Team

Project members and tasks are the core elements of a project. Both are essential to meeting project objectives. You can build a project team with the following members:

Team Staff

The resources that the project manager assigns to tasks to performs the work. Team staff members are allocated to the project. A team staff member can consist of labor, materials, equipment, and expense resource or role types. You can include resources other than labor resources or roles to process financial transactions against them.

Note: All the team members become project participants if the default project management setting, Automatically Add Staff Members As Investment Participant is not changed under system options. If the default setting is changed, the project manager must manually add all project participants using the Participants page.

Participants

The resources that the project manager adds to the project. Participants can view the project properties, generate ideas, and monitor progress. By default, team staff members become automatic participants. However, you can also add resources that are not team staff members as participants on the project. The value selected for the Automatically Add Staff Members As Investment Participant option determines whether the team staff member automatically becomes a participant.

Participant Groups

A group of resources who are project participants.