Pro! User Guide
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Creating a project member
 
To create a project member:
 
1. In the Workflow menu, click Project Management > Create Project Member:
 
 
2. The Project Member Detail View screen will appear (shown below).
 
 
3. Enter the following information about the new project member:
 
Note: If you wish to set the Pro! username for this project member, then enter it in the External System User ID field. If you leave this field blank, Pro! will concatenate the First Name and Last Name of the user. For example, if you enter a First and Last Name of John Doe, Pro! will create a username of 'JohnDoe.'
 
 
 
 
In the example below, the user has entered all fields for the new project member.
 
 
4. Click the Save button to save the new project member.