The Staff List View

Assign a Staffer to Project Teams from the Staff List

  

This article will show you how to add a staffer to a project team and assign the staffer a role.

  1. Click My Company...Staff List from your navigation bar.
  2. Select a staffer from your Staff List.
  3. Click the Teams tab.
  4. Add the staffer to a Project and give the staffer a project role.

    Make your selections from the picklists that populate under Project and Project Role, respectively, when you click on the red triangle.

    You can also indicate whether the staffer is a team lead by checking the box under Lead.



    Add as many projects and project roles as you’d like. Doing so looks like this:



    You can also add the user to a project without adding a project role. 

    NOTE: Delete a project and project role by clicking on the trash can icon.

  5. Click Save Changes to save your work.

Where to Go from Here:

The Project Dashboard

Your Utilization Dashboard

 

Was This Helpful?