Adding & Removing Team Members

Step 1: Navigate to the Project

Open the project where you need to add or remove a Team Member.

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 Team Members

To remove: Find the Team Member you want to remove and click the trash can icon next to their name.

To add: Click the "+ Add Team Member" button and select from the available list.

Step 4: Confirm Financial Impact (When Removing)

If removing a Team Member, 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 "Remove"

Confirm the removal by clicking the "Remove" button in the dialog box.

Step 6: Click "Save"

Click the "Save" button to apply your changes to the project.

Step 1: Navigate to the Project

Open the project where you need to add or remove a Team Member.

Step 2: Click on the "Talent" Tab

Select the "Talent" tab from the project navigation menu.

Step 3: Click on the "Team Members" Subtab

Select the "Team Members" subtab within the Talent section.

Step 4: Add or Remove Team Members

To remove: Find the Team Member you want to remove and click the "Remove" button next to their name.

To add: Click the "+ Add Team Member" button at the top of the section.

Step 5: Confirm Financial Impact (When Removing)

If removing a Team Member, 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 6: Click "Remove"

Confirm the removal by clicking the "Remove" button. The Team Member will be immediately removed from the project.