Select a Project > People > Team
Permissions
Always remember to ensure the correct people have the appropriate permissions to access your company and project data. This can be done per individual or by applying Permission Templates.
In order to Export your Project's team, users will need View Permissions for Projects
Exporting your Project's crew is a great way to keep track of everyone involved in your project. From a basic list of your employees to all the companies and contacts included. With Export in your Project's People module, you can choose how much information you want to include.
To start, you want to be in your selected project's People module, in the Team tab.
Export Team (Internal)
To export your basic list of employees assigned:
Under your Actions dropdown, select "Export team (Internal)"
You will be asked if you are sure with the following pop-up. Select "Yes"
A new screen will open up with your PDF showing the list of employees assigned to the project. You can choose to Save or Print your Export.
Export Team (Full)
With your Full Team export, you will be able to export your full list of all people involved in your project. This will include your employees, contacts and companies associated with the project.
In your selected project's People module, under the team tab, select "Export Team (Full)" under your Actions dropdown.
You will be asked if you are sure with the following pop-up. Select "Yes"
A new screen will open up with your PDF showing the the full list of everyone associated with the project. You can choose to Save or Print your Export.
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