Projects

The Projects section delivers a complete view of all your open projects and allows you to effectively manage your team and resources across all your projects at any stage.

From here, you can track your resources to optimize utilization, assign the best people based on accurate availability and shifting demands. 

Projects > List

Filtering Tools

You can utilize the following tools to further filter what is displayed:

Projects > Gantt

Under the Gantt chart view, you have the ability to zoom in/out by moving the Gantt slider timeline left/right.

In the upper-right, you can toggle between two views: Simplified and Expanded.

• Simplified view keeps the Gantt bars to projects only.
• Expanded view displays the project, the roles, and the people filling each role. Clicking on any person will allow you to open that person's profile in the Edit view.

Add New Roles

Adding new roles to a project can be done at any time. 

1. In the Project section, click the requested project to open
2. Under the Roles section, click the + to Add Additional Roles. This will open the Define Roles Needed for this Project window. 
3. Select the required role from the drop-down menu. 
   • To delete a role added in error, click the X to the right of the role
4. Modify the start and end dates accordingly. 
5. Click Save Roles to confirm or Cancel to withdraw

Filling Roles

In the Projects section, unfilled roles will appear under the Roles column. 

1. Click the project to open.
2. In the Roles section, scroll to the role that needs to be filled.
3. Click the edit pencil located to the left of the role.
4. Click on Place a person to open the Place a Person window. 
5. Select the best person for a role based on availability.
   • An Availability message will appear if the person doesn't have full availability. Through this window, you can select how to proceed with allocation. 
   • 
6. Click Save to confirm or Cancel to withdraw.

Customer Allocations

Custom allocation is used to further breakdown a person’s availability. This can be updated on a monthly or weekly level.

1. In the Roles section, scroll to the role that needs to be filled.
2. Click the edit pencil located to the left of the role.
3. Under the % column, click the edit pencil
4. The allocation can be updated by changing the percentage or clicking the three edit dots, which will open the Customize Allocation window.
5. Select the Allocation breakdown - monthly or weekly.
6. Modify the Allocation required columns accordingly.
7. Click Save to confirm.
8. Under the Roles section, click Save to confirm.
9. After clicking Save, a message will appear asking to confirm your changes. Click OK to proceed. 
   •