Allowing managers to assign co-managers

You can allow project managers, client managers, and program managers to appoint co-managers to their projects, clients, and programs, respectively. Creating co-managers:

• Provides another method of sharing data
• Allows managers to assign someone to cover their duties when they are unavailable

To allow a manager to view or appoint a co-manager:

1. Go to Administration > Permission Sets.
2. Within their Project Management type permission set, enable the Co-Managers permissions that correspond to the projects, clients, or programs you want the user to be allowed to view or assign co-managers to.

3. Ensure the permission set is assigned to the appropriate users.

Managers appoint co-managers on project, client, and program landing pages, as applicable.

FAQs

What data can co-managers access?

The co-manager’s access is limited by the My Project, Clients for My Projects, or Programs for My Projects permissions, as applicable, that are assigned to them in their Project Management type permission set.

Can co-managers approve items in the absence of the manager?

Co-managers do not have approval permissions by default, but they can be set up as a substitute user to give them approval rights.