Teams (projects and investments) › Participants and Participant Groups › How to Work with the Participant Groups › Create Participant Groups

Create Participant Groups

When you create a participant group, staff is added to the project. You can add staff before adding non-staff participants.

Follow these steps:

1. Open the project and click Team.

   The team staff page appears.

2. Open the Team menu and click Participant Groups.

   The participant groups page appears.

3. Click Add.

   The create page appears.

4. In the General Information section, complete the following fields:

   Group Name

   Defines the name for the participant group.

   Description

   Defines the brief description for the participant group.

   Select Participants

   Defines the resources that are participants in the group.

5. Save the changes.