How to automatically populate the Team tab of my project based on field values selected during project creation?

When a project is created automatically, you can use team member rules (TMR) files to add project team members. TMR files allow you to:

• Pre-populate the Project Owner group from a template.
  • Adding users to the Project Owner group in a template using the Team tab allows those users to become members of the Project Owner group for that template project only.
• Standardize your template creation process by creating different rules files for different projects.

To create a TMR file:

1. Click Manage > Templates.
2. Select the template to edit (template must be in Draft status. If the status is Active, create a New version of it to make changes).
3. Click the Teams tab, then click Actions > Team Member Rules.
4. Click Download Template to download the template containing the project's current groups and fields.
5. Save the XLS file and edit the values according to the TMR values table found here.

Once you have the TMR file ready, import it following these steps:

1. Click the template's Team tab.
2. Click Actions > Team Member Rules > Upload Rules File.
3. Browse for your saved file, add an optional description, and set the other properties.
4. Click Create.

The uploaded TMR file now appears and can be managed on the Documents tab within the template.

See our video about team member rules files for more information.

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