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Create Participant Groups

You can organize project participants into participant groups. Participant groups enable you to manage documentation access rights collectively.

Follow these steps:

  1. Open the project and click Team.
  2. Open the Team menu and click Participant Groups.
  3. Click Add.
  4. Input a group name and description.
  5. Click the binoculars icon at the Select Participants prompt.

    The Resource Participants window opens.

  6. Select participants from the Resources tab, and click Add.

    The product adds the selected participants to the participant group.

  7. (Optional) Select system groups from the System Groups tab, and click Add.

    The product adds the selected system groups to the participant group.

  8. Click Submit.

    The product creates the participant group. To manage participant groups, use the Team menu Participant Groups option.