Building Project Teams › Manage Project Participants › Create Participant Groups

Create Participant Groups

If you are a project Collaboration Manager, you can create groups of participants to collaborate on the project. Assigning participants to groups can make assigning some document permissions quicker and easier. Though this procedure adds staff to the project before adding non-staff participants, it does not matter if you add staff before adding non-staff participants or vice versa.

To create a participant group

1. Open the project.

   The Project: Properties - Main - General page appears.

2. Select the Team tab.

   The Project: Team - Staff page appears.

3. Select the Participant Groups subtab on the team page toolbar.

   The Project: Team - Participant Groups page appears.

4. Click Add.

   The Project: Team - Participant Groups: Group Properties page appears.

5. Complete the following fields:

   Group Name

   Defines the group's name.

   Description

   Defines the group's brief description.

   Select Participants

   Click the Browse icon to select the participants you want to add to the group. The Resource Participants window opens. This page lists all of the participants that have been assigned to the project.

6. Click Submit.