Project/dept teams

When a user is created in AVEVA Contract Risk Management, the Administrator assigns the user to a business unit. When a project/dept is created, all users within that business unit are displayed as potential project/dept team members. You can add and remove project/dept team members, create and remove team administrators and block or unblock specific team members from accessing project information.

Add team members to a project/dept

When adding team members to a project/dept note the following:

• Only users within the same business unit, or users who have permissions across business units, can be added as a project/dept team member.

• If a non-project team member is added to a tender team, they are automatically included in the project team.

To add a project/dept team member:

1. Navigate to the Project/Dept Profile page for the project/dept you want to work with.

2. Click the icon in the Team Members section of the page.

   The Company User Search page is displayed

3. Click the first letter of the prospective team member's surname in the Search In Last Name area.

   Note Alternatively, you can enter search criteria using the Search On, Criteria and Search For fields. When you click Search a list of company users matching the search criteria are is displayed.

   Tip Enter the % character to perform a wildcard search, e.g. % by itself to return all results or man% to return all results beginning with man.

   All company users who match the search criteria are displayed.

4. Select the name of the company user you want to add to the team.

   Note To add team members to all related tenders, select Add team member(s) to existing related tender and contract teams.

5. Click Add Company User(s).

   A confirmation message is displayed.

Remove team members from a project/dept

To remove a project/dept team member from a project/dept:

6. Navigate to the Project/Dept Profile page for the project/dept you want to work with.

7. Click the + icon at the top of the Team Members area to view a list of all team members.

8. Select the check boxes for the team members you want to delete, and click the icon.

   A warning message is displayed.

   Note If the selected team member is involved in tenders, a list of the tenders is displayed and a message asking the user to confirm the deletion is displayed.

9. Click OK.

   A confirmation message is displayed.

Note Deleted project/dept team members are removed from all related tenders within the project/dept.

Team members who are involved in tenders with active tasks cannot be deleted.

Block and unblock project/dept team members

If a user has been actively involved in a tender, they cannot be removed from the project/dept team because their historical actions and decisions form part of the audit trail maintained by AVEVA Contract Risk Management. However, to prevent the user performing any further actions, they may be blocked from the project/dept team.

• Blocked team members can still access tenders of which they were a previous member but they can no longer carry out any actions nor can they be selected as an originator for outgoing communications.

• Blocked team members no longer appear on the list of users to be included in new tender teams.

To block a project/dept team member:

10. Navigate to the Project/Dept Profile page for the project/dept you want to work with.

11. Click the + icon to expand the Team Members section.

12. Click the icon for the team member you want to block.

    A confirmation message is displayed.

To unblock a project/dept team member:

13. Navigate to the Project/Dept Profile page for the project/dept you want to work on.

14. Click the + icon to expand the Team Members section.

15. Click the icon for the team member you want to unblock.

    A confirmation message is displayed.

Assign Project Administrator access

Project administrators have special permissions within a project/dept. Administrators have the ability to maintain the project/dept team details and are the only users that are able to delete the project/dept.

Note Project/depts can have multiple administrators.

To promote a project/dept team member to Project Administrator:

16. Navigate to the Project/Dept Profile page for the project/dept you want to work with.

17. Click the + icon at the top of the Team Members area to view a list of all team members.

18. Click the icon for the team member you want to promote.

    An icon is displayed beside the promoted team member.

To remove Administrator access from a project/dept team member:

19. Navigate to the Project/Dept Profile page for the project/dept you want to work on.

20. Click the + icon at the top of the Team Members area to view a list of all team members.

21. Click the icon for the team member you want to demote.

    A confirmation message is displayed and the icon is removed from the team member's name.