Key Members (Oracle Projects Help)


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Key Members

Key members are employees who are assigned a role on the project. You assign employees as key members who need access to:

Enter or maintain project data in Oracle Projects

View project expenditure information

Key members are a part of the project-based security in Oracle Projects; key members can view project expenditure detail transactions and update project information on any project to which they are assigned. The role that an employee is assigned also controls if they can view the labor costs on the project.

You can also enter key members for reporting purposes to easily distribute project reports to all responsible parties.

You do not need to assign each employee who is doing work on the project as a key member.

Oracle Projects requires that you enter a project manager for every project. You can only have one project manager at any given point in time; you can change the project manager over a period of time.

An employee can be assigned to more than one role on a project.

You enter key members at the project level only.

Key Members Window

When you choose this project option, you can enter the following key member information in the Key Member window:

Employee Name/Number: The name and number of the key member.

Role: The role of the key member, such as Project Manager.

Effective From and To Dates: The date range this is effective. Leave the To Date blank if you want the key member to be active for this project indefinitely. To change a current key member's role, you must enter an end date to the employee's current role. On a new line, you can enter the employee's new role.

Key Members

Key Members Window

See Also