Project team member
On the operator’s own delivery team — staff or a contractor working the event without running it. Picks up the tasks and approvals assigned to them, logs the week against the project’s budget lines, and claims their leave and expenses, seeing their piece of the work and none of what they have no business seeing.
- Persona
- Project team member
- Side
- Internal — Works for the organisation running the events.
- Reference
project-team-member
Where they work
In their own self-service portal, on the project they have been added to. They work for the organisation running the event — staff or a contractor delivering it, not the client — and they see their piece of the work and none of what they have no business seeing.
What they are responsible for
The work assigned to them: the tasks they hold, the approvals routed to them, and an honest record of the time they spent.
What they can do
- See and complete the tasks assigned to them.
- Give the approvals routed to them, and see what they are still holding up.
- Log time against the project's budget lines and submit the week.
- Request leave and submit expense claims.
- Open the documents shared with them.
What they cannot do
- See the project as a whole, or work assigned to somebody else.
- Change the budget, the schedule, or anybody else's assignment.
- See the operator's portfolio, its other clients, or its margins.
Journeys they take part in
These are the end-to-end chains of work that name them — the steps they own, and the ones that only affect them.
Journey pages need an operator sign-in to open.
Financial ops
- Time to marginYou know what the project's labour actually cost, what you recovered against it, and whether the job made its margin.
Ongoing
- Weekly ops rhythmTime is in, approvals are done, and WIP has been reviewed.
Pages that relate to the Project team member
- Expense ClaimsSign-in required
- Getting Started as a Project Team Member
- LeaveSign-in required
- PresentationsSign-in required
- Task ManagementSign-in required
- Tasks
- Time and labour recovery
- TimesheetsSign-in required
- Workforce Self-Service