Assigning Project Managers to Projects

A project's manager, or team leader, manages the project through its process. They can perform actions that other team members on the project cannot perform, such as adding team members and assigning deliverable owners.

Process Managers (and Idea Managers for Idea projects) with Manage Process or Manage Team rights can assign or change project managers in projects. Only users who are assigned the Project Manager user role can be assigned as the manager for gated and non-gated projects, and they can only be assigned to projects within access groups to which they have access. Only users assigned the Idea Manager user role can be assigned as the manager for Idea projects.

Note:  The project manager can also be set by default using settings within the process model definition.

To assign a project manager to a project:

1. Display the project or create a new project.
2. In the Project Manager field in the project header, do one of the following:

• If you created a new project without assigning a project manager, click [None].
• If you displayed an existing project, click the existing project manager's name.

3. In the Select a User dialog, select the project manager from the list.

To filter the list of users, enter one or more search criteria to filter by name, login name, email address, function, or extended field. More...

• Clicking Select current user will assign the role to the current user (if they have the appropriate rights).
• Selecting a Function in the drop-down will display available users that are assigned to the function. The current selection defaults to the function to which you are assigning a user, however depending on the project configuration, you can assign any user.
• Clicking the Show advanced filters check box displays or hides the additional filter options.
• Clicking Clear removes the current user assignment and displays [None] to indicate that no user is assigned.
4. Select the Project Manager can manage team option if the selected user has the ability to assign, remove, and replace members of the project team.

• If the selected user has the Project Manager user role but does not have Process Manager or Idea Manager with Manage Team rights, the selection made here overrides the Manage Team rights for that user for this project.
• If the selected user is a Process Manager or Idea Manager with Manage Team rights for the project's access group, this option is selected and disabled.
• If the project manager should have all other project management abilities except for managing teams, leave the option cleared.

5. (Optional) For existing projects, select the Retain as Project Team Member check box if the project manager for the project is changing but you want the previous manager to remain on the project. If the project manager is not retained, they will be removed completely from the project (from all functions/positions in the project team).

To retain the outgoing project manager as a member of the project team, the user must have the Project Team Member user role.

6. (Optional) If prompted, enter a reason for the change. This prompt displays based on settings in the model the project uses.
7. Click Done to exit the dialog.
8. Click Apply to save your changes.

Notes:    If the Enforce Project Security for Add Team Member system parameter is set to 1, or the Enforce Project Security option is set for the project, only Project Managers who have access to the project through security definitions are available for selection. You cannot add a Project Manager as an exception to their security rights.