Replacing Individual Project Team Members

As personnel and resourcing changes the members of project teams, users can replace a function's assigned team member on the project.

Note:  The Project Manager can manage team option must be selected for the assigned project manager to assign, remove, and replace project team members. If a project manager does not have Manage Team rights, or if a project manager is not assigned, a Process Manager (or Idea Manager for Idea Projects) with Manage Team rights can assign, remove, and replace project team members. See Assigning Project Managers to Projects for details.

The following procedure details user reassignment at the individual project level. To find and replace users across the system and across multiple projects, see Replacing Users Across Multiple Projects.

The options and display order on the Team page may differ between projects, based on the process model configuration. The procedure below follows the default configuration.

To replace a team member on a single project:

1. Display a project and select the Team page to display the current team members assigned to the project.

If necessary, select Detail View.

You can configure each section in the Team page to filter what displays, for example by stage or by function, and select which columns to view within each section. Save your selections to display each time you display the page.

2. In the Project Team section, click on the current user's name.

Click next to the team member's name to view their assignment, gatekeeper, and workflow action details.

3. In the Select a User dialog, select the new user to be assigned to the function.

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. Click Done to exit the dialog.
5. Add additional team member options as necessary.
6. Click Apply to save your changes.
7. On the document details pages or the Stages page, manually change the ownership of any deliverables and activities that still show this team member as owner.

If the deliverable or activity's assigned function/owner combination is different than the function/owner combination on the project Team page, a team member change on the Team page does not propagate into the project. You must manually change the owner on the deliverable or activity as well.

Notes:    To completely remove users from a project team, click in the corresponding row. The user is removed when you click Apply. If the user was tied to a function, the function is set to [None]. Click in the Project Team heading to view and print a history of the changes made to the team members assigned to the project. Project team member changes are also available in Accolade online reports (Projects > Charts & Reports) or using the Accolade Office Extensions add-in. If a user is deleted or deactivated in Accolade, they are removed from the project team; however, they remain listed as the owner of any the documents in the project. To reassign ownership of their document assignments, see Assigning Document Owners. For reporting and record keeping purposes, deleted or deactivated users remain as the recorded owner for documents that have a Completed status. If you replace the owner on a document whose status is Completed, the original owner is still listed as the owner of record for the document for reporting purposes. The extended fields display on the user selection dialog box can be set to display or hide by default by using the Display Extended Fields on User Selector Default system parameter. 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 team members who have access to the project through security definitions are available to add as members of the project team. You cannot add a project team member as an exception to their security rights. The owner of a project's Microsoft Project plan also has rights to add or remove team members from a project. However, plan owners only have the right to add or remove team members by changing and saving the plan, not by making the change to the project team through the project's Team page in Accolade.