Update All using People in Projects | Community
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JennyWi
April 14, 2025
Solved

Update All using People in Projects

  • April 14, 2025
  • 1 reply
  • 953 views

Hello, I noticed that many of the users under "People" in one of my projects are not involved with this particular project.

  • Is there a reason why they are showing up?
    • Is this because of inherited permissions?
  • How can I safely remove them?
  • Under People, why do are the Users displayed with other projects listed?  

Thank you!

Jenny

 

Best answer by skyehansen

there are a couple of reasons users show up in the People section.

1) they are assigned to something in the project

2) they were left on the original project and someone copied it to this one / they are on the project's template and added to any project that uses that template.

 

I usually take a list of everyone who is assigned to the project and then compare it against the People section and delete anyone who isn't on my list.

1 reply

skyehansen
Community Advisor
skyehansenCommunity AdvisorAccepted solution
Community Advisor
April 15, 2025

there are a couple of reasons users show up in the People section.

1) they are assigned to something in the project

2) they were left on the original project and someone copied it to this one / they are on the project's template and added to any project that uses that template.

 

I usually take a list of everyone who is assigned to the project and then compare it against the People section and delete anyone who isn't on my list.

-JC
Level 5
April 15, 2025

@skyehansen would you be willing to walk me through how you cleanse this data and on what cadence? It's been a pain point for our org to essentially not be able to use the "People" tab since it's never up-to-date. I'd love to hear of any ways you've developed to make this process as painless as possible for you.

-JC
Level 5
April 15, 2025

unfortunately there's not really a good way to do this other than by employing a very strong governance plan.

 

1) I run reports to regularly discover when new templates are created and I audit them at that point, if they were not created by another admin.

2) In general, because we have so many people in workfront now, our practice is to assign ROLES to the majority of template tasks. This makes it easy/easier to spot the people assignments and cross check them against the people section.

3) For the existing templates, we employed a cleanup effort involving the templates themselves. So we went through a set of reporting to discover which ones were not being used anymore, and deactivated these, so we would have fewer templates to audit. Then it's just a matter of looking at the template tasks, making a list of users assigned, and deleting anyone who isn't assigned to anything or has no other business being in the template. For some workflows they do have a few people who feel like they need to be in every project, but this is something we check in with the stakeholders about before we do all the deletions.


Thanks so much for taking the time to explain. I was thinking more about how you compare the People section to the created project's assignments, not so much the template - do you have a method for that specific cleanup process? Or maybe you're saying that since that's so hard to do, governance beforehand is way more important for you?

 

One of our pain points is when someone is accidentally assigned to a task, and nobody goes into the People tab to remove that user.