➕ How to Add a Person to a Project

1️⃣ Open the Project

Go to Projects and select the relevant project from the list.

2️⃣ Go to the Person Tab

Navigate to the Person tab in the project details view.

3️⃣ Click + Person

Opens the Create Person slide-in panel.

4️⃣ Fill Out Person Details

5️⃣ Click Save and Close

The person will now appear in the Person List for the project.

🗑️ How to Delete a Person

• In the Person Tab, locate the person you wish to remove.
• Click the Actions icon (three dots) and choose Delete.
• Confirm the deletion.

Note: Persons linked to workflow steps or other project dependencies cannot be deleted without first removing those links.

🚀 Example Use Case

In a construction project, you might add:

• Ørjan Storslett Brandstad as Manager
• Later, remove or replace this person if project responsibilities change.

❓ FAQ

Q: Can I register new persons here?
Yes, if the person exists in CRM > Company Person.

Q: What happens if I delete a person from a project?
They will lose all project-specific assignments but remain in the CRM.

‍