Unable to add team members in a specific project

Document ID : KB000095762
Last Modified Date : 14/05/2018
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Issue:
Some users get the below error while trying to add a team member to a project.
CLB-01001: Exception occurred while adding resources to the project group. Contact your system administrator. 

Steps to Reproduce:
  1. In PPM, go to Administration->Project Management->Settings
  2. Set 'Automatically Add Staff Members As Investment Participant' to 'When added to investment'
  3. Click Save
  4. Create a project in PPM
  5. Log in to PPM as a user who is not a collaboration manager for the project
  6. Click on the Team tab for the project created in step 4
  7. Attempt to add any resource not already a participant on the project
Expected Results: The team member is added successfully to the project
Actual Results: Receive error "CLB-01001: Exception occurred while adding resources to the project group. Contact your system administrator." and the resource is not added to the project. 
Cause:
When 'Automatically Add Staff Members As Investment Participant' is set to 'When added to an investment', only a Collaboration Manager on the project is able to add a team member to the project as only Collaboration Manager have access to add participants to a project. This issue can also happen when 'Automatically Add Staff Members As Investment Participant' is set to 'When Hard-Booked' or 'When Request Status is Approved' and the criteria is met when a resource is attempted to be added to the project and the user adding them is not a Collaboration Manager.
Resolution:
Option 1. Make the user who is adding resources to the project a collaboration manager on the project
OR
Option 2. Set 'Automatically Add Staff Members As Investment Participant' to 'Never'
To do this:
  1. In PPM, go to Administration->Project Management->Settings
  2. Set 'Automatically Add Staff Members As Investment Participant' to 'Never'
  3. Click Save

In the New User Experience (UX), please note the following excerpt from New User Experience: Compare with Classic CA PPM​ on the impact of setting the above option to 'Never' : When a team member is added as a participant to a project, the team member gets view access to the project. If the project management administration setting Automatically Add Staff Member As Investment Participant is set to Never, you must manually add the Project - View instance right to the team member. If the setting is one of the following options, verify that the team member is hard-booked and the request status is approved for the team member to get view access to the project:

  • When Hard-Booked
  • When Request Status is Approved