1. Add by role
The ‘Add roles’ show all the rates in your organisation.
Clicking on a rate will assign the rate at 100% allocation for the stage from today's date i.e. if the stage has started, the percentage will be different.
You will see the role appear in the grid and added to the ‘Current team’.
In the case that there are many roles in your organisation, the search bar will retrieve all results with a matching search term.
If a role does not appear, scroll to the bottom of the list and click on ‘More’. This will display all the roles that are in another office.
2. Add by staff
The ‘Add staff’ shows all the staff in your organisation.
Clicking on a staff member will assign the staff member at 100% for the remaining duration of the stage ie if the stage is halfway through, you will see the resource assigned at 50%.
You will see the staff member appear in the grid and added to the ‘Current team’.
If you need to search for a specific staff member in your organisation, the search bar will retrieve all results with a matching search term.
You can add as many staff as you want.