Add New Members to Your Projects

The 'Project List' screen under My Projects allows senior project managers and directors with approval permissions to add new members to projects they manage or are part of. This is useful for expanding the team or replacing existing members.

Tip: You can also manage team members from the 'My Team' screen. See Manage Project Team Members for detailed guidance.

To add team members

• Ensure you are in the 'My Projects' > 'Project List' screen.
  • If you're not there yet, click the App Launcher,select Portfolio, then go to 'Project' > 'My Projects' > 'Project List' on the left panel.

The screen displays all projects you're part of.

• Click 'Add' in the row of the project where you want to add members.

Note: The 'Add' button appears only if you have Project Admin approval permissions.

A list of available off-site employees with project management roles will appear.

• Select the people to add to the project team by clicking the serial numbers. Hold Ctrl or Shift to select multiple members.
• Click 'Add' to confirm.

Once added, all selected members will be able to access the project from their 'Portfolio' screen.