Cannot staff a project with a client?
I have created a functional role for a group of clients so that I can staff a project during the conversion from Request to Project. When I staff the project and search people in that functional role, no one shows up to select.Why?
Answers (2)
Hi Barrie,
We actually have a Knowledge Base article that explains why Client Portal-only users cannot be selected to staff a request being converted to a project. You can view that article about the requirements to add a resource to a project by clicking here. Check out the second section labeled "When converting a project request to a project".
If the article provided does not fully satisfy your inquiries, please let me know and I will do whatever possible to help.
Sincerely,
Mark Sayers
TeamDynamix
Barrie,
The main reason for restricting Clients from being staffed on a project is you will be selecting a Project Manager while the staffing is occurring, and we wanted to make sure the Project Manager will have the proper access to TDNext that they need. A Client can't access TDNext, and thus would be disqualified from becoming a Project Manager. Clients can be added after the request has been staffed and converted to a project.
I hope this has helped answer the question you sent us. To respond to this post or ask additional questions on this thread, please use the "Contribute an answer" button.
Sincerely,
Mark Sayers
TeamDynamix