EnglishOperating ScenariosProjects & timeProject from template refuses a person

Project from template refuses a person

Exception

Situation

Creating a project from a template refuses the person picked for a role.

Recommendation

Add that person to the Members directory first.

Why

Templates only assign roles to people already in the members directory.

Steps

  1. Add the person to the Members directory.
  2. Create the project from the template again.

Avoid

  • Leave the role empty and forget to assign it.

Roles & permissions

PM; project admin.