Set Up the Project Team

Perform the following steps to set up the project team on Info Exchange.

To set up the project team

●        The Project Team log must be configured to display on Info Exchange for the current project. To configure the project to display the log on Info Exchange, please see Make a Project Center Project and Its Activity Centers Available on Info Exchange.

●        You must be a member of the project team. To add a new member to the project team, please see Add New Project Team Members.

●        You must have access to the project on Info Exchange. To grant access to the project on Info Exchange to project team members, please see Add New Project Team Members.

●        You must be assigned to a permission set that grants access to view the Project Team log. For information on assigning a project team member to a permission set, please see Permission Sets.

 

Newforma Project Teams Mobile App

The Project Teams app integrates with the Newforma servers to help you keep your project team contact information up to date. For more information on setting up the Project Teams app, please see the Newforma Mobile Apps topic.