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How do I add a role to a stage?
How do I add a role to a stage?
Updated over a week ago
  • At the stage level, hover over any of the circles or the stage row to show you the plus icon.  

  • Click on the plus icon to open the sidebar. The sidebar shows you the roles and staff, collectively known as the ‘Current team’ assigned to this stage. 

  • In the sidebar, under 'Add roles', click on a role to assign it to the team. This lists all the roles you have in your system. When you assign a role to the stage, the role will be allocated at 100%. The 100% is the effective utilisation of the combined members of the team. See Clicking on staff member, to change the number of automatically allocated hours.

  • Click out of the sidebar to see the changes.

  • You can add more roles to this stage, as required by repeating the steps.

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