How to Add and Manage Team Members/Users in a Project

In this article, we will help you to understand how to add and manage team members in a project.

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Deallocating Team Members

Replacing a Team Member

Common Operations to Manage Team Members

Overview

When you create a new project, you will be the only project member. If you are an Owner or an Admin, you can invite new users to a project or the team.

You can search for Team Members based on Personas by sending a mail to invite the selected user for confirmation, as required. You need team members to contribute to the project based on their roles and responsibilities. To define your team, invite them into your project to get started and also allocate them for a specific period and in the required capacity.

The team members belonging to the Project are listed in the Team Members window along with their skills. The details such as their name, login ID, email address, and persona are displayed in the listing details.

Navigation

In the left navigation panel, expand the Recent Projects menu and select the required project. Hover over the Project name at the top, expand the Plan module, and select Team Members.

Inviting New User

To invite a new user to a project:

Click the ADD button.
Click the INVITE USER button at the bottom of the Adding Team Members window.
Select the persona from the drop-down list and enter the Email ID of the user.
Click the INVITE button. The member will get an email invitation, which must be accepted by the member to join the project.

Follow similar steps to invite the user from the Left Panel and the Execution Board.

Adding Team Members

Prerequisite: Users must be available at the organizational level.

To add team members to a project:

Click the INVITE button.
Select the persona from the drop-down that you want to allocate to that team member in the project.
Enter the names or emails of the users that you want to invite as team members in the project. The selected member names can be seen as chips.
Click the INVITE button to add the selected members to the project.

Follow similar steps to add the user from the Left Panel and the Execution Board.

Once the team member becomes a part of the project, the following tabs get created:

Project Allocations

You can request a team member from your resource allocation / central team using ADD TEAM MEMBER REQUISITION.

Project Allocations

When you allocate a team member to the project, you can change the Time Allocation % by specifying different From and To dates in the Members Allocations section. The Time Allocation % helps compute the number of Allocated Hours as per the Project calendar. You can enter the Allocated Hours for a member, which in turn calculates the Time Allocation % value. You can change the date range using the Calendar icon in the From and To boxes. Any changes to the selected date range will re-calculate Allocated Effort keeping Time Allocation % as before.

To allocate a team member to a task, click on the Add icon in the more options under the Actions tab. Enter the Start Date, End Date, Time Allocation%, and Alloc. Hours, and Persona, and then click the SAVE button.

Each member gets allocated to the project with an allocation start/end date and Time Allocation % based on the standard Allocated Hour computation:

Allocated Hours = (Total number of working hours from the Start date and end date x Time Allocation (%) )/100

For example, a user is allocated to a project from 19th Aug 2022 to 25th Sep 2022, with a 50% allocation. Assuming that the Hrs/Day is 8 and working days are 6, the allocated hours for the user would be = ((25×8)*(50)/100)=100hrs.

Note: Team member allocation date must be in between project Start Date and End Date.

Deallocating a Team Member

To deallocate a team member from a project,

Select the required team member.
Click the DEALLOCATE button at the bottom right corner of the Project Allocation tab.

Replacing a Team Member

Replace Team Member enables the transfer of items and privileges from one team member to another. When a team member is on leave and that person’s assignments need to be transferred, it is simpler to replace a team member than retrieve a list of all the assigned items and manually reassign them.

You can also replace a virtual team member with a user created in the product and invited into the project.

Perform the following steps to replace a team member –

Open the Team Members page. Click the More Options icon and select the Replace Team Member option.
Specify the name of the user to be replaced and the name of the new member (to be assigned).
Only ‘Committed‘ team members invited into the project can be replaced and will appear for selection in the ‘User To be replaced‘ list. A virtual user is indicated by a # symbol prefixed to the User ID.
From the User to be replaced list, select the team member that you want to replace.
From the New User list, select the new team member.
All the workitem types are grouped as per their menus. Click a menu name and select the workitem type in which you want to replace a team member. To replace team members in all the workitem types, switch on the Select All toggle.

You can replace team members for all the agile workitems (card owners and ToDo owners), workflow-based items, and Tasks in Task Plans. The team member replacement is not performed for MS Project-based Task Plans and checked out Task Plans.

The team member replacement takes time depending upon the number of workitem types and instances in them. Once the team member replacement is done, an email is sent with the summary of the replacement operation including the workitem type, number of instances, and failed events if any. Also, an activity log is generated on the workitem on which the team member is replaced.

You cannot transfer the tasks allocated from one Team Member to another through this feature. To do so, check out the project in Microsoft Project Client and then reassign those tasks to the new team member.

Common Operations to Manage Team Members

Delete
Multi Sort
Column Settings
View My Access Rights

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