Automatically Adding Work Area Participants to the Project
Participants of a ProjectWise work area can be automatically added as team members to the project:
- when auto user sync is enabled in the primary work area connection of the project
- the first time a work area participant logs in to the work area from ProjectWise Web
- when the work area is associated to the project from ProjectWise Explorer
Adding users automatically, through auto user sync
Auto user sync can be enabled by turning on the connection setting, either when creating the connection or when editing connection properties. This setting can only be turned on in the primary connection.
When auto user sync is enabled, the current participants of the selected work area will be automatically added to the team members list of the ProjectWise project. Also, the team members list will be synchronized with the work area participants list every 24 hours (at UTC-0) to make sure the team members list is always up to date.
For details, see Adding and Configuring Work Area Connections.
Adding users dynamically, the first time they log in
You can also enable participants of a work area to be added to the project dynamically, the first time they log in to that work area in ProjectWise Web, by turning on the connection setting, either when creating the connection or when editing connection properties. This setting can be turned on in any connection.
For details, see Adding and Configuring Work Area Connections.
Adding users automatically, through project association
The act of associating a work area to a ProjectWise project from ProjectWise Explorer will automatically add the current participants of the work area as team members to the project. Note that this is a one-time action. Users who are added to the work area after this association will not be automatically added to the project, unless one or both of the two user sync connection settings described above is enabled.