Invite and Manage Members

Projects and Queues all have a Roster, or membership list.  The Invite/Manage Members function is used for changing the roster.  

Invite and Manage Members

Roster information

Role: There are 3 options for Role:

• Manager - has the full rights to manage the project or queue, including the assignment or work and management of the roster.  

• Participant - can be assigned work within the project or queue.

• Observer - has the ability to view information but cannot be assigned work.

Resource Type: This field can be set to either Salaried Employee, Internal Consultant, or External Consultant.   These distinctions are reflected in Project Summary Reports and Management Reports in the Progress section.

Active/Inactive: Each user's My Projects folder shows a list of open projects which include that user as an active member of the roster.  If a user is made inactive, the project will no longer appear in the My Projects folder but any past time charges will continue to be included in project cost reporting based on that user's fixed and variable cost rates for the project.  Tasks cannot be assigned to inactive members.

Each user's My Queues folder shows a list of open queues which include that user as an active member of the roster.   If a user is made inactive, the queue will no longer appear in the My Queues folder and tickets cannot be assigned to that user.  

Variable Cost: This is an hourly rate applied to time recorded in time sheets and tickets.  Costing for task time recorded in time sheets is re-calculated at run-time based on the current contents of this field.  Costing for the time recorded in tickets is stored when the ticket is saved based on the Variable Cost rate at that time.  

Fixed Cost: This is a one-time cost applied at run-time to project cost reporting for each roster member based on the current contents of this field.

Project Queues

Queues that are part of a project use the project roster, rather than their own roster.  To manage the roster of a Project Queue, right click on the Project and select Invite/Manage Members.  

Project Invitations

When you add members to an Active Project, TeamHeadquarters will send an email notification showing the name of the project with a link to it.

How to add members to the roster

1. Right click on the Project or Queues and select Invite/Manage Members from the pop-up menu.

2. Click the Add Resources button.  

3. Locate the new members in the displayed list.  By default, the list shows members of the manager's own organizational unit.  The list can be changed to show all users within the system, or filtered using a name search.

4. New members can be selected from the list by clicking on their name if they have the personal workspace icon.  Existing members are shown with no icon and cannot be selected.  

5. After selecting the user, set their role, resource type, status, and rates.

6. Click the OK button to save your changes.

How to temporarily remove members from the roster

1. Right click on the Project or Queues and select Invite/Manage Members from the pop-up menu.

2. Click on the name of the member you wish to temporarily remove.  

3. Change their status to Inactive.

4. Click the OK button to save your changes.

How to permanently remove members from the roster

1. Right click on the Project or Queues and select Invite/Manage Members from the pop-up menu.

2. Click on the name of the member you wish to remove.  

3. Click the Remove button.

4. Click the OK button to save your changes.