Add an Employee to a Project

Use these steps to add an employee to the project.

To add an employee to a project:

1. Under the Projects menu group, go to Projects > Project Home > Employees tab.
2. Use the search filter and/or the Search field to select a project.
3. In the table, click the + Add Project Employee Specification action.
4. Select an employee number. This is a required field.
5. In the Valid From field, click the calendar widget to select a date.
6. In the Valid To field, click the calendar widget to select a date.
7. If the Distribute favorites to employees checkbox is selected, an employee name must be specified in the Favorite Name field.
8. Select the checkbox in the Active column.
9. To distribute favorites, ensure that names are specified in the Employees table then click Actions > Distribute to Employees.
10. If the Only specified employees can register on the project checkbox is selected, only the employees in the table can register on the project.
11. Click Save.
12. To disable employee access, in the table, click Row Tools > Delete Project Employee Specification on the name of the employee you want to remove.