Most projects involve others. They maybe customers, clients, suppliers, partners, colleagues, specialists or anyone that is interested, impacted or contributing to the project. HORIZON PPM provides two ways to work with others...



Tip: Non-User Resources can be invited to join HORIZON PPM as regular users at a later stage if required.
 

Creating Non-User Resources

Create resources from the Project Team page.



There is a simple form to complete for each invitation



The form fields are...

  • Full Name. Users often work with multiple people at the same time and it is advised that both a forename and surname are entered. 
  • Role Description. This is the users role within this specific project and should not be confused with their actual job title. For example the CEO of an external company maybe your Technical Architect or your Program Director maybe in the role of Project Assurance.
  • Email. The user's email address. Though this is optional it will be used if the resource is invited to join as a full user.
  • Organisation. This will typically be the company or or organisation the user works for. The drop down list includes any organisations the user has created themselves or any organisations accessible to them through other projects they are a member of.
  • Job Title. This is the users actual job title and should not be confused with the role they play within an individual project. This is set separately within the Project Team area.
  • Mobile Number. An optional field to add a mobile/cell number. Format is not enforced, but international format is recommended.

Note: Most fields (including email address) can be changed later as required.


Once the form is complete and submitted the resource is added to the Project Team for immediate use.