Join and Add New Members to a Project

The Project Discovery feature enables senior project managers and directors with approval permissions to associate themselves with active company projects they’re not yet part of. They can also add other employees with project management roles, making it easy to expand the team or replace existing managers overseeing the project.

• Browse Active Projects – View a list of ongoing projects where your organization is a stakeholder.

• Join the Project – Start adding new members and select you as a member

• Start Contributing – Gain full access and begin managing your responsibilities immediately.

To view new projects

• Ensure that you are in the Project Portfolio Screen
  • If you're not already there, open the app launcherand select 'Portfolio'.
• Click 'Discover Projects' on the left.

The list displays all active projects where your company is involved, but you’re not yet part of the project team. It includes key project details to help you identify which ones you may need to join.

Note: The 'Discover Projects' screen shows only projects you're not a member of. To add new members to projects you manage or are already part of, go to 'Portfolio' > 'Projects' > 'My Projects' > 'Project List'. Refer to Add New Members to Your Projects for detailed steps.

Standard Columns

• Project - The name of the project. 
• Project Manager - The principal project manager of the project from the organization that manages the project on Linarc. In the usual case, this is the PM from the general contractor. In cases where the project was created by other stakeholders and they have invited a general contractor, then the PM of the company that created the project is the principal PM. 
• Job ID - The unique alpha-numeric identifier for the project. The Job ID is useful in specifying the project when you are doing bulk actions, like uploading job cost data combined for several projects at once. 
• Project Start - The commencement date of the project.
• Building Type - The classification of the building, depending on its occupancy and use, whether it is residential, commercial, educational, etc.
• Construction - Nature of the work, whether the building is newly constructed, renovated, remodeled, etc.
• Location - The address of the construction site.
  
• Action - Provides an option to add new members to the project. 

Tip: Use the 'Search' box at the top left to find projects using any table value. For details on filtering, sorting, and downloads, see the sections below.

• Click '+Add' in the row of the project you want access to and manage the members

The screen shows the available off-site employees who are available to add to the project. 

• Select yourself by clicking the serial number
• Add more members as needed by selecting them. Use 'Ctrl' and 'Shift' keys on your keyboard to select multiple members at a time.
• Click 'Add'

The new members, including you will be able to access the project from thier 'Portfolio' screen.

Search and filter options:

• Use the 'Search' box located at the top left to find baseline versions using any value from the table as search criteria 
• Right-click the column header and customize the display and order of the columns as you wish 
• The options at the top right allow you to filter the entries, create nested groups of entries, and manage personalized and customized views of the table. Use the links below to learn more about these:
  • Customize Columns in List Views
  • Filter Options in List Views
  • Group and Organize Items in a List View
  • Manage Custom List Views

Download as Excel Sheet

• Click the button at the top-right to save a local copy of the list in Excel format for sharing and record-keeping.

• By default, the filename is set to the current date, but you can customize it by entering a preferred name in the text box.
• Click 'Direct Download' to save the file on your device.