How do I add a group as a participant group to a project?

Products

• Clarity PPM SaaS
• Clarity PPM On Premise

Issue/Introduction

Description:

In the Participants Group Window of a project. I'm trying to add a group as a Participants Group but when I go to the <System Group> <Participants> screen no groups appear. We have a lot of groups created on the administration side of the application. Are the groups the Participants tab is looking for different from the groups in the administration side?

Solution:

In order to create a Participant Group, you should have either Users or System groups added as participants to the project first. When in the "Participant Group" after you click ADD and when you browse for participants, under Resources tab, the list of users added as participants will be listed. Under the System Group tab, the list of groups that were added as participants will be listed. By selecting them you can create a new participant group for the project from Team, Participants Group link.

To add a System Group as participant, navigate to Team > Participant link, select "System group" from the drop down for the field "Show" at the top. This will list the Groups that are added to the system. You can select the group and make as participant. Now you will see this added group under Team, Participants Group, System Group tab.

Steps:

1. Administration, Groups, click 'New' button to create a system group of participants, complete the configuration of the new group
   
   

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2. Navigate to Home, Projects, select a project, Team Tab, Participants
3. From the 'Show' pull-down, change to 'System Groups'
   
   

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4. Click 'Add' button, Select the appropriate System Group(s), click 'Add' button
   
   

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5. Team Tab, Participant Groups, click 'Add' button
   
   

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6. Fill in the Group Name = Project Group, click 'Browse' icon for the 'Select Participants' field, Click 'System Groups' Tab
   
   

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7. Select the appropriate 'System Group(s)', click 'Add' button, click 'Submit' button to save the Participant Group Properties, Show: System Groups
   
   

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Environment

Release: ESPCLA99000-13.2-Clarity-Extended Support Plus
Component: