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Add Staff as Participants (Investments)

Team staff members automatically become participants when you add them to a project. You can also add resources who are not team staff members to a project as participants.

Your CA Clarity PPM administrator can change the Automatically Add Staff Members As Investment Participant default project management setting. The change disallows adding team staff members as participants.

Follow these steps:

  1. Open the project and click Team.

    The team staff page appears.

  2. Open the Team menu and click Participants.

    The participants page appears.

  3. Click Add.

    The add resources page appears.

  4. Select the check box next to the name of the resource to add as a participant, and click Add.

More information:

About Project Members

Defines the Default Project Management Settings