Entity Management
Entity Managers and supervisors receive alerts when work flow step assignees or approvers have not completed a work flow step within a pre-configured time period. You can manage the managers of an entity in the Management sub-section of the Details > Summary page for the Program, Site, Project, Capital Project, and Facility modules.
To add a manager:
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Click Edit.
This displays in the Actions menu on the right side of the page.The page becomes editable.
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Select the name of the manager from the field in the Project Managers section.
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Click Add.
The project manager is added to the entity.
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Click Save Changes.
This displays in the Actions menu on the right side of the page.The page refreshes, and is no longer editable. Your changes are saved.
To edit a manager:
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Click Edit.
This displays in the Actions menu on the right side of the page.The page becomes editable.
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Click Edit link next to the manager you want to edit.
A pop-up window opens.
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Select the new manager from the field.
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Click Update.
The window closes.
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Click Save Changes.
This displays in the Actions menu on the right side of the page.The page refreshes, and is no longer editable. Your changes are saved.
To remove a manager:
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Click Edit.
This displays in the Actions menu on the right side of the page.The page becomes editable.
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Click Delete link next to the manager you want to remove.
The manager is removed.
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Click Save Changes.
This displays in the Actions menu on the right side of the page.The page refreshes, and is no longer editable. Your changes are saved.
To convert a manager to a member:
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Click Edit.
This displays in the Actions menu on the right side of the page.The page becomes editable.
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Click Convert to Member link next to the manager you want to convert.
The manager is added as a member of the entity and removed from the Project Managers section.
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Click Save Changes.
This displays in the Actions menu on the right side of the page.The page refreshes, and is no longer editable. Your changes are saved.
Add Manager