Assigning a Project Manager to a Project (Project 360)

Employees with full permissions to the project record can assign a project manager to view and edit the data in the Project 360 Dashboard.

Note: An employee must be listed as a project resource and designated as Project Manager in the Employee record to appear in the Project Manager dropdown list. See Identifying an Employee as a Project Resource.

If you need to create a new employee record, see Adding an Employee

To assign a project manager to a project:

1. Go to Lists > Employees > Employees (Administrator).
2. On the Employees list page, click Edit beside the corresponding employee record that you want to edit.
3. On the Human Resources subtab, on the Job Information section, check the boxes for Project Resource and Project Manager.
4. Click Save.
5. Go to Lists > Relationships > Projects.
6. On the Projects list page, click Edit next to the project name that you want to edit.
7. On the Primary Information section, in the Project Manager dropdown list, assign the project manager by selecting the name of the employee.
8. Click Save.