Use the PPM User Selector to choose enterprise users when
adding them as approvers, when sending a notification, etc.
The User Selector lets you browse a list of enterprise users.
Note: The list of users you see
may be filtered based on permissions or Project membership.
To use the User Selector:
- Click Browse
User Directory.
The Changepoint PPM User Directory opens in a new window.
- To find users:
- by
name:
- Type the user name
in the Find Members text box.
You can type either the first name or last name.
The User Selector automatically lists any matches to the name you type.
- You can search for more than one name. Separate multiple names with commas (,) or semi colons (;).
Example: "arm, black" (without the quotation marks) will return all users with names that include either the string "arm" or the string "black" including Armstrong, Armour, Charm, Blacker, Lapblack, Black Widow.
- To limit the number
of users the selector searches, click one of the three or four letter
links on the toolbar.
For example, click the DEF
link to limit the search to users whose first or last name starts with
D, E, or F.
- To limit the number
of users based on department, click Departments
on the toolbar and choose the department whose users you want to search.
You can also limit the number of users by Roles
or by Resource types by clicking
that option on the toolbar.
- To reset the User
Selector to show all the qualified users, click Show
All.
- To find users by
enterprise workgroups, click the Enterprise
Workgroups tab.
- To find users by
skills, click the Skills tab.
- Select the name(s) of the
user you want to add, then click Save
& Close.
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