Contents of the Add or Remove Team Members Dialog Box

Use the contents of this dialog box to add and remove members to and from a project's team.

Contents

The following options are available in this dialog box:

Option Description
Expand All Click this button to expand all disciplines and show all members.
Collapse All Click this button to collapse all disciplines and hide all members.
Member List This lists the members of your A/E firm that you can add to a project or the members of a project team that you can remove from a project.
Cancel Click this button to cancel adding or removing team members.
Add This option is available only in the Add Team Members dialog box.

Click this button to add the selected users as project team members.

Remove This option is available only in the Remove Team Members dialog box.

Click this button to remove the selected team members from the project.

User List

The following information and options are available for each member in the Member list:

Column Description
Check Box Select a member to either add to or remove from a team.

To select all members in the list, select the check box on the header.

Discipline This groups the members by their user disciplines.

See Disciplines and Professional Roles.

Click a discipline to expand or collapse it and show or hide members who are under the selected discipline.

Name This indicates the member's name.

To filter the list of members by name, enter a name in the filter field for this column.

Role This indicates the member's professional role.

See Disciplines and Professional Roles.

To filter the list of members by role, enter a role in the filter field for this column.

Email This indicates the member's email address.

To filter the list of members by email address, enter an email address in the filter field for this column.