Project Members
You need to assign at least one team leader and team member when you create a project. Further, you will be able to change the line-up by adding, editing and deleting the members. The team leaders and members have extended access to the project records. Detailed information about the required access level is available in the articles about specific application sections.
You cannot select the same employee in the Team leaders and Members fields when you create a project.
Access to project members
| Operation | pda_admin | pda_user | Other roles |
|---|---|---|---|
| Create | + | Team members can add other users to be team members in their projects. Team leaders are authorized to add members with any roles to their projects. | - |
| Write | + | + | + |
| Read | + | Allowed for the team leaders in their projects. | - |
| Delete | + | Allowed for the team leaders in their projects. | - |
Add a project member
To add a project member, complete the following steps:
- Navigate to SDLC → Projects → All Projects or My Projects.
- Open a project form, switch to the Project Members related list.
- Click New and fill in the form fields.
- Click Save or Save and Exit to apply the changes.
Project Member form fields
| Field | Mandatory | Description |
|---|---|---|
| Project | Y | The project to which you are adding a member. The field is filled in automatically and refers to the project form used to open the Project Member form. You can change the value. |
| Employee | Y | Specify the employee whom you want to add to the project. |
| Project member roles | Y | Specify the project member roles. Available options:
|
| Capacity, SP | N | Specify the project member capacity in story points. The capacity is the amount of story points that can be completed by a project member in one sprint. The story points are only used in Scrum projects. |
Activity feed appears on the form after saving the record. There, you can see the history of changes in the record.
The projects participated by the user are displayed in the related list User Projects on the Employee form. The related list is hidden by default but you can add it to the form after the installation of SDLC.
Delete a project member
To delete a project member, complete the following steps:
- Navigate to SDLC → Projects → All Projects or My Projects.
- Open the required project form, switch to the Project Members related list.
- Select the checkbox next to the required employee in the list and click Delete.