Administrative Help

Importing Workspaces: Step 4 - Specify Workspace Roles

In the fourth step of the Import Workspaces wizard, map the Manager field and any custom member fields to Changepoint PPM workspace roles. Mapping these roles allows the users to access the workspace and begin working in it.

To Specify workspace Roles:

For each Changepoint PPM member field, select a role for all users related to that field.
Click Next Step.

Note: If a user is added to more than one member field (e.g. manager and business sponsor), they will be assigned the first role specified for them.

For help on the other steps in the wizard click the step name:

Step 1 - Select Workspace Type | Step 2 - Select File to Import | Step 3 - Map File Fields to Changepoint PPM Fields | Step 4 - Specify Workspace Roles | Step 5 - Map Users | Step 6 - Preview | Step 7 - Summary