Assigning co-managers to projects, clients, or programs

You may be able to appoint co-managers to your projects, clients, or programs. Co-managers can access project data, and can manage projects when you’re unavailable.

Any project manager can be appointed to co-manage a project, any client manager can co-manage a client, and any program manager can co-manage a program.

To assign a co-manager:

1. Depending on what type of item you’re adding a co-manager to, go to on of the following pages:

• • Projects > Projects
  • Clients
  • Projects > Programs

2. Select the name of a project, client, or program.
3. Click the  icon that displays in the top, right-hand corner of the landing page, and select Co-Managers.

4. Select a name from the drop-down list.

5. Click the Add button.

6. Click Save.

FAQs

What project data can co-managers access?

A co-manager’s level of access is determined by their permissions; they are allowed the same level of access to projects they co-manage as they have to their own projects (that is, projects for whom they are assigned project manager).

For example, if a user can view billing information for all projects they manage, they will be able to view billing information for any projects you appoint them to co-manage.

Why can’t I assign a co-manager to certain projects, clients, and programs?

You may only have permission to assign co-managers to some of the items you can view (for example, only your projects or only your project’s clients).

Can co-managers approve items in the absense 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.