Delivery · Projects
Project people
See everyone on a project and how they are involved, and add or remove people and teams.
The People tab is the project’s roster. It lists everyone on the project, the team that brought them in, and the work streams they own or work on.
The roster matters because work streams pick their people from it. Building the roster first means stream owners can find the right people when they assign tasks and name approvers.
Before you start
Open a project from the Projects page, then select the People tab.
Everyone who can see the project can read the roster. Adding and removing people and teams is shown only to people who manage the project’s members, usually the project owner and delivery leads.
Understanding the roster
| Part | What it shows |
|---|---|
| Count | How many people are on the roster, including people who are only on a work stream. |
| Teams | The teams added to the project. Every member of an added team is a project member. |
| Person | Each person’s name and job title, then how they are involved. |
How someone is involved reads as a short line, for example:
| Line | Meaning |
|---|---|
| via Platform team | They are on the project because their team was added. |
| Owns 2 work streams | They own two of the project’s work streams. |
| On 3 work streams | They work on three of the project’s work streams. |
| Not on a work stream | They are on the project but not yet on any stream. |
| On 1 · not a member | They work on a stream but are not on the project itself. This is shown in amber. |
Expand a person to see the work streams they are on. Select a stream to open its board.
The project’s owner always appears on the roster, marked Project lead.
Group the roster
Use the switch at the top of the tab to choose how people are grouped.
| Option | What it shows |
|---|---|
| All | Everyone in one list. |
| By team | People grouped by the team that brought them in. Also lists people added individually and people who aren’t project members. |
| By work stream | People grouped by the work streams they are on. Also lists people not on any stream. |
Add a team
- Select Add team at the top right of the tab, or + Add team beside the team list.
- Search for the team and select it.
Every member of the team becomes a project member.
Add a person
- Select Add person at the top right of the tab.
- Search for the person and select them.
The person is added to the roster and highlighted for a moment.
Add someone who is only on a work stream
If someone works on a stream without being on the project, their row shows Add to project. Select it to make them a project member.
Remove a team or a person
To remove a team:
- Hover over the team and select its remove button.
- Confirm the removal.
Its members stop being project members. Anyone assigned to a work stream stays on it.
To remove a person you added individually:
- Hover over their row and select the remove icon.
- Select Remove to confirm.
What to expect
If nobody is on the project yet, you see No one on this project yet. Add people or a team to build the roster.