Assigning People to Projects

Overview

Assign personnel to projects to track crew assignments and labor allocation. People assignments integrate with timecards, dispatch, and project reporting.

Assigning from Project Detail

Step 1: Navigate to DIRECTORY → Projects and select a project.

Step 2: Find the "Assigned People" section.

Step 3: Click "Add Person" or the plus icon.

Step 4: Search and select people to assign.

Step 5: Save changes.

Assigning from People Detail

Step 1: Navigate to DIRECTORY → People and select a person.

Step 2: Find the Projects field.

Step 3: Add or change project assignment.

Step 4: Save changes.

Assignment Options

When assigning people, you can specify:

• Primary project - Main work location
• Multiple projects - If person works at several sites
• Date range - Temporary assignments

Viewing Project Crew

On the project detail, see:

• All assigned personnel
• Job titles and roles
• Contact information

Impact on Other Features

• Timecards - Default project for time entries
• Dispatch - Shows available crew for dispatch
• Reports - Labor hours by project

Tips

• Keep assignments current as crews move
• Use crews for teams that move together
• Review project staffing during planning meetings