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Planview Customer Success Center

Creating Project Teams

team_icon.png

Portfolios, projects, assets, filters, reports, and dashboards use profile-based permissions. Before you can add users to these entity teams, you must have at least one permissions profile with a Team rule. See Creating Permission Profiles for information about creating profiles. 

Note that reports, dashboards, and filters refer to permissions as "visibility" and "sharing".

Add users to an entity team

  1. Navigate to the entity.
  2. Click the Team tab, or if in a project, click the Team link.

For reports/dashboards/filters, navigate to the report/dashboard, open it for editing and click the Visibility tab.

  1. Click Add.

The Add New Team Member modal will appear. When User is selected, the modal provides additional information about the users - such as the user type, the role, and the current unit membership. 

add_user.png

  1. Select the user(s) to add to the team. Use Shift-click to multi-select.

Note: You can use the radio buttons at the top of the modal to filter members by groups or by units. For example:

add_group.png add_unit.png

  1. Select the permission profile.

select_profile.png

If you are adding a multiple users, then each user will get the same permissions. If you want each user to have a different permission, you have to add them one at a time. Alternatively, you can configure the permissions on the entity's Team page after you dismiss this dialog.

  1. Click Select.

Update team member profiles

You can change team member profiles after they have been added to the entity team.

  1. Navigate to the entity.
  2. Click the Team tab (if in a project, click the Team link).

For reports/dashboards/filters, navigate to the report/dashboard/filter, open it for editing and click the Visibility tab.

  1. For each team member, group or unit whose privileges you wish to modify, click in the Profile column and select a different permission profile.

change_profile.png

To delete a team member

  1. Navigate to the entity.
  2. Click the Team tab (if in a project, click the Team link).

For reports/dashboards/filters, navigate to the report/dashboard/filter, open it for editing and click the Visibility tab.

  1. Highlight a task team member, group, or unit and click the Remove button or right-click and select Delete from the context menu.