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Managing Users in the Project Resource Allocation

When the PI or Project Manager(s) view the Allocation Detail page of a project by clicking the corresponding allocation under the Allocations section on the Project Detail page, they will see options to add or remove users under the Users in Allocation section, as shown below:

Adding and removing project User(s) to project Allocation

Adding User(s) to a Project Resource Allocation

Any available users who were previously added to a project but not yet included in the selected allocation can be easily added by clicking the Add Users button.

After clicking, the following interface will appear, allowing PIs or Project Manager(s) to select the desired users using the checkboxes and then click the Add Selected Users to Allocation button:

Add Selected User(s) to Allocation

Very Important

The desired user must already be on the project to be added to the allocation.

Removing User(s) from a Project Resource Allocation

Removing User(s) from the Resource Allocation is straightforward by just clicking on the "Remove Users" button. Then it shows the following interface:

Removing User(s) from the Resource Allocation

PI or project managers can select the user(s) on the checkboxes and then click on the "Remove Selected Users From Project" button.

Very Important

If you remove a user (or users) from an allocation, they will be removed only from that specific allocation. They will still remain part of any other allocation(s) they are assigned to and will continue to be available as users within the project. You can remove the user(s) from all allocations of a project by removing them from the project as explained here.