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 

 

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Step 2: Use the drop down at the top right to add people to the project

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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.

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Step 4: Fill out the necessary information in order to invite the team member. 

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Step 5: Select whether you also want to schedule the person for the full duration of the project (i.e. project start- and end dates), or for a custom time frame.

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Step 5: Click Allocate or Skip.