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ProjectLibre Cloud: Unleashing Project Execution Through Roles and Teams

July 11, 2024 - 02:47 am
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ProjectLibre Cloud empowers teams to collaborate effectively on projects. But how do you organize your team and ensure everyone has the right access? This blog delves into ProjectLibre Cloud's roles and teams, the cornerstones of a smooth project management experience. You can schedule a preview and trial at https://zcal.co/i/F_CPRdr_

Understanding User Roles:

Imagine user roles as access badges. When you create a user in ProjectLibre Cloud, you assign them a role that defines their permissions within the platform. Here's a breakdown of the default roles:

  • Administrator: The master key holder. They create users, set up roles, and have complete access to all project management features.
  • Portfolio Manager: Has a bird's-eye view. They see all projects, manage them (including creating new ones), and ensure everything runs smoothly.
  • Project Manager: The project captain. Project Managers add and manage projects, assigning resources, creating the plan, and steering the project towards success. However, if teams are used, Project Managers will only see the projects where they are part of the team.
  • Team Member: Focused on their tasks. Team Members only see projects where they are assigned tasks. They can't view the entire project, just their specific responsibilities. Importantly, they can update their task progress, keeping the whole team informed.
  • Resource Manager: A dedicated resource champion (for larger organizations). They manage the central resource pool, ensuring optimal resource allocation across all projects, but they don't have access to project management features.

The Power of Teams:

ProjectLibre Cloud's team functionality takes collaboration to the next level. You can create teams and assign them to specific projects. Here's the magic:

  • By default, everyone can see all projects in the portfolio view. However, assigning teams to projects completely changes this. Only members of the assigned team (and the Portfolio Manager) can even see the project exists in the portfolio! This ensures sensitive information and project details are only accessible to those who need them.

 

Portfolio View

 

Building Your Dream Team:

Here's how to leverage roles and teams for project success:

  1. Create User Accounts: Add your team members as users in ProjectLibre Cloud.
  2. Assign User Roles: Grant appropriate roles based on their responsibilities. For example, project leads become Project Managers, while team members with specific skillsets might be assigned as Resources.
  3. Form Teams: Create teams for each project or based on departments/functions.
  4. Assign Teams to Projects: Grant access to projects only through assigned teams. This ensures team members only see projects relevant to their work.

Benefits of Roles and Teams:

  • Enhanced Security: Control access to sensitive project information by limiting project visibility.
  • Improved Collaboration: Foster focused team communication and task management within project boundaries.
  • Increased Efficiency: Team members see only what they need, reducing distractions and streamlining workflow.
  • Scalability: Easily adapt your team structure and project access as your organization grows.

Unleash the Power of Collaboration

ProjectLibre Cloud's roles and teams empower you to create a structured and secure project environment. By assigning the right roles and forming effective teams, you can ensure your team is working together seamlessly towards achieving project goals. So, take control, organize your teams, and watch your projects thrive in ProjectLibre Cloud!  You can schedule a preview and trial at https://zcal.co/i/F_CPRdr_