Edition: Professional, Business, Enterprise
User-level: Assistant PM and above.
Previous steps: any article that links or what needs to be completed previously to this.
Changing a project manager could never be easier. Total Synergy allows you to update project managers with a few clicks. Find out how by following the steps below.
How to change the Project Manager:
Changing the Project Manager can be done from your Project Details page, to do this you can follow these steps:
1. From your Project Details screen, select "Edit" on the top right of the page.
2. You'll now be able to see the current Project Manager, Select the "X" next to the current Project Managers name and then enter the new Project Manager.
3. Click "Save" - The new Project Manager will then be displayed under Contacts in the Project Details.
How to remove previous Project Manager from Project Contacts:
The previous Project Manager will still be listed on the Project as a Consultant - if you'd like to remove them, you can do this from the Project Contacts page.
1. To do this go to your Project Drop-down Menu and select Details > Contacts:
2. Then select the pencil icon next to the previous Project Manager's name, then select "Set inactive".
3. The previous Project Manager will then be removed from the project (any changes that the staff member has made previously will not be removed).
Where to next?
Project contacts
What other features does this relate to?
Project Overview