B-08 - Adding and managing project stakeholders

Description: How to add stakeholders to a project request and remove project members.

Prerequisites:

• You must be the Project Owner to add or remove project members.

Steps - adding:

1. Add stakeholders to the New Project Request form

OR

1. From your Project Summary Page, select the team members dropdown to view all members of your project
2. Click ‘Add Member’ to search through your organisation list and select a Project Member
3. Assign the Project Member a Role

4. If there are two members with the same role, toggle on ‘Primary’ for them to be assigned all role-based tasks by default

   

   

   

Tips and best practice:

• Stakeholders added to the form are automatically linked to the project on submission. These are not added on Save and Exit
• During the draft stage, any stakeholders added via the project summary can view your New Project Request Answers via the specification tab.
• NOT YET RELEVANT: If a member has active or open tasks, the system prevents removal, shows an error, and presents their active tasks clearly.

Related guides: B-02, B-09, B-10