Project team plan com/en/

Project resources

A clear organizational structure is set by the selection of persons and determining their role in the project team: Who is responsible for what. With the change of project roles, we can change the level of access rights to variosu parts of the project (eg, finance, activities, documents ...).

Adding new participant

To set project organizational structure follow the steps below:

• click icon to ADD persons to existing organization.
• click 'ADD to add new organization

1. define the role of the organization you want to enter,
2. select the organisation from the list,
3. select contact of the organisation chosen ,
4. define a person’s role for this project. The role of the project manager can be assigned only to one participant.
5. repeat if necessary
6. confirm the entry by clicking “add/save”.

How to change project manager between two organisations?

1. Click CHANGE OF PROJECT MANAGER to open form.
2. select new project role for current project manager
3. select new organization and person to be new project manager.
4. save.

Project hourly fee

If the nature of the organisation role is such that the participant can work for you, the participant needs to have a defined hourly fee for the type of project that is being entered. In case the participant already has a defined hourly fee for this type of a project, the fee is displayed in the lower table. General hourly fees can be entered and changed in the sidebar “participants/persons” and the sidebar “hourly fee”.

If you want to change the hourly fee only for the project that is being entered, you can do so as follows: • click in the box with the hourly fee of the participant, • if necessary change the hourly fee, and • confirm the entry.

The hourly fee that is defined only for the chosen project is valid for the whole course of the project. A participant on the project can only have one hourly fee. If you change the fee throughout the course of the project, then a recalculation of the costs of project hours is made for all performed work entries with the new hourly fee.

Similarly, you enter all other project participants. When you want to edit a certain participant, click “edit”.

When you have a list of project participants, you have the possibility of quick communication among the project team. If you want to email to whole project team, click the mail icon “email to the team”. If you want to email only one group of participants (i.e. contractors) click the icon at individual group of participants.