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JennyWi
Level 3
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 6
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.

skyehansen
Community Advisor
Community Advisor
April 15, 2025

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.


this is a separate question to the original, which had to do with templates. I mention this because if you don't get a good answer here, you might want to reword your question and restate it as its own post.

 

You are correct though -- I don't feel as though there's a good way to indicate that someone on the People section isn't being assigned to anything in a project, and since there are a lot of projects getting created over time, you'll be trying to hit a moving target (not worth doing).

 

If it's required by your company, it's definitely something you should put on each Project Owner to keep clean, and because of this, starting them off on the right foot with clean templates, and providing them with the training to keep their People sections clean, would be your best bet.