How to Assign Project Manager

How to Assign Project Manager

The Project Manager role in Exacc is a critical assignment that designates the individual responsible for overseeing all aspects of a project's execution, from task allocation and budget monitoring to stakeholder communication and delivery oversight. Assigning the right Project Manager with appropriate permissions ensures clear accountability and effective project governance.

When you assign a Project Manager in Exacc, you're not only designating a person but also configuring a comprehensive set of permissions, responsibilities and notification preferences. This includes approval authorities for time entries and expenses, budget management rights, team member assignment capabilities and access to sensitive financial data related to the project's profitability.

The Project Manager assignment can be made during initial project creation or changed at any time during the project lifecycle. Changes in Project Manager assignment are logged in the project audit trail, ensuring complete visibility into project leadership changes and maintaining continuity when handovers occur between team members.

Ready to assign or update a Project Manager? Follow the steps below to select the right person, configure their permissions and establish appropriate notification settings for effective project oversight.

Project Manager Assignment Steps

Assign a Project Manager with the appropriate permissions and responsibilities for effective project leadership and oversight.

You Are All Set!

The Project Manager has been successfully assigned with all necessary permissions and is ready to lead the project to successful completion.