Adding a Team Member to a Project

Purpose: Use this document as a reference for adding a team member, including a project  manager, to a project in ctcLink.

Audience: College staff responsible for creating and managing projects.

Navigation: Main Menu > Project Costing > Project Definitions > Team

Adding a Team Member to a Project

  1. Use the Team page to enter search criteria to locate the project.
    1. If it did not default, enter or select the appropriate business unit in the Business Unit field.
    2. Enter or select the Project ID in the Project field.
    3. Click the Search button.
Find an Existing Value tab
  1. On the Team Detail page, click the Add a new row button in the Project Team Members section to add a team member to a project.
Team Detail tab
  1. Use the Team Detail page to enter the new team member details:
    1. Enter or select the employee ID in the Employee ID field.
    2. Enter their email address in the Email ID field.
    3. Enter or select the role in the Project Role field.
    4. If the staff member is the project manager, then check the Project Manager check box.
    5. Enter the start date for the employee in the new role in the Start Date field.
    6. Enter the end date for the employee in the new role in the End Date field.
    7. Click the Save button.
    8. Click the Return to Project Team Summary link.
Team Detail

0 Comments

Add your comment

E-Mail me when someone replies to this comment