Change the Assignment of a Consultant and/or Business Manager on a Project

In this article

• Change the consultant and/or business manager of a project

• Add a business manager to a project

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Change the consultant and/or business manager of a project

You may want to change the consultant or business manager assigned to a project. To do this:

1. Go to the My Projects tab. The list of the projects within your scope will appear. 
2. In the list, open the context menu (⋮) of the desired project and click View. 
3. In the right-side panel that appears, scroll down to the Suppliers section. 
4. According to the type of user you wish to change (Consultant or Business Manager), open the corresponding menu and click Modify assignment.
5. In the window that opens, fill in the required information: 
   • Select the Consultant (from the dropdown menu)
   • Specify the start date and end date
6. Click Continue.

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Add a Business manager to a project

If the business manager assigned to a project needs to be supplemented, for example due to holidays, illness or staff change), you can add a second business manager to the same project rather than replace the original. Follow these steps:

1. Go to the My Projects tab, you will see a list of your projects.
2. Open the context menu (⋮) of the desired project and click View.
3. In the right-side panel, scroll down to the Providers section.
4. Next to Business Manager, click Add.
5. In the window that opens, fill in the required information: 
   1. Select the Business Manager (from the dropdown menu)
   2. Specify the start date and end date
6. Click Continue.

FAQ