Create a Project and Assign Members

Create a new project in your workflow dashboard, and add the team members who will be working on the project.

You will use this project to manage the design change. Adding team members involved in the project will allow them to access their tasks and content associated with the project.

If you are completing this example alone, skip this task.

  1. Access the Team Management tab.
  2. Create a new project in Project Planning.
  3. Name the project Design Version and Validation, and Create the project.
  4. Select the Members tab.
  5. Click to add members.
  6. Add Sam Simulation Analyst as a Viewer.

    Sam Simulation Analyst can now see the project but cannot modify it.

  7. Add Darcy Design Engineer as an Author.

    Darcy Design Engineer can now modify the project but cannot delete it.

  8. Add yourself (Taylor Team Leader) as a Leader.

    Taylor Team Leader now has all rights on the project, including the ability to delete it.

  9. Click Add.

    Tip: You can also assign members through 3DSearch and the Schedule tab.