Project managers can be added or removed from two different locations in ActionAtlas: the Project Overview tab or the Talent tab. Either method gives you full control over project leadership.
Method 1: Using the Project OVerview Tab
Step 1: Navigate to the Project
Open the project where you need to add or remove a project manager.
Step 2: Click on "Edit"
When the project opens, you'll be on the Overview tab by default. Click the "Edit" button in the upper right corner.
Step 3: Add or Remove Project Managers
To remove: Find the project manager you want to remove and click the trash can icon next to their name.
To add: Click the "+ Add Project Manager" button and select from the available list.
Step 4: Confirm Financial Impact (When Removing)
If removing a project manager, you'll be asked whether their work order should be applied to project financials.
- Select "Yes" to include their hours and expenses in the project budget
- Select "No" to remove their costs from the financial calculations
Step 5: Click "Save"
Click the "Save" button to apply your changes to the project.
Method 2: Using the Talent Tab
Step 1: Navigate to the Talent Tab
Open your project and click on the "Talent" tab in the project navigation menu.
Step 2: Select the Project Managers Subtab
Click on the "Project Managers" subtab within the Talent section.
Step 3: Add or Remove Project Managers
To remove: Click the "Remove" button next to the project manager's name.
To add: Click the "+ Add Project Manager" button at the top of the section.
Step 4: Confirm Your Changes
Similar to the Overview tab method, confirm any financial impact questions when prompted.
Note: Removing a project manager from a project doesn't delete their work history. Their contributions remain in project records and reports.
Need Help?
Our support team is available to assist with project management questions.
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