Project On/Off Boarding

With the Project On/Off Boarding feature Project Managers can:

  • Determine who can submit Entries on their Project.
  • Restrict Users who have previously worked on their project from submitting new Entries.
  • Gain improved visibility into Resources currently active on their Project.

Benefits:

  • Simplified Onboarding and Offboarding – Easily manage your project team by onboarding or offboarding members as needed, ensuring that individuals not associated with your project cannot submit entries.
  • Efficient Team Monitoring – Streamline project oversight by filtering the Project Team member list to display only those currently active today, which includes Onboarded Users and Active Roles, providing a clear and concise view of your project's current workforce.

The articles in this section will guide you through the On/Off Boarding capability.

For further details refer to: