Add Team to Project

Invite and collaborate with colleagues on projects

Notice: First you need to add your team to your Forecast organization. You can only add people to your project who are also in the organization, either as virtual- or full users. Learn more

Add Team Members to Projects

Step 1: Select a project and then click Team 

Step 2: Use the drop-down at the top right to add people from your organization to the project

If the person is not yet added to your organization: Use the Invite Someone New button to add new people to the organization directly from within this view.

Step 3: Fill out the necessary information in order to invite the team member. 

Step 5: Click Invite and Done.