Assigning a Project Manager to a Project
Employees with full permissions on the project record can assign a project manager to view and edit data in the Project 360 Dashboard.
An employee needs to be listed as a project resource and designated as Project Manager in their Employee record to display 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:
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Go to Lists > Employees > Employees.
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On the Employees list page, click Edit beside the corresponding employee record that you want to edit.
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On the Human Resources subtab, on the Job Information section, check the boxes for Project Resource and Project Manager.
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Click Save.
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Go to Lists > Relationships > Projects.
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On the Projects list page, click Edit next to the project name that you want to edit.
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On the Primary Information section, in the Project Manager dropdown list, assign the project manager by selecting the name of the employee.
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Click Save.
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