Edition: Professional, Business, Enterprise
User-level: Director access, Assistant system administrator, System administrator
View all projects this staff member has been assigned to as a project contact.
What are staff projects?
The staff projects list shows all projects that staff have been assigned to as a contact. When a staff member is put onto the project contacts tab, they are part of the project team of internal staff and external contacts. This tab shows a list of these projects for any project status options.
Where are staff projects?
1.Organisation menu > Staff
2.Click into the staff member whose project list you would like to see
3.Click into the staff menu > Projects
Search: Select the search icon in the top right-hand corner to search for a specific project
Filter: Select the search icon and use the 'Proposal and Active' dropdown menu to look for projects with specific status types.
Open a project: Click into a project to open up the project details screen.
Project number: The unique project number (made up from the prefix and number and suffix).
Project name: The project name used internally.
Status: The current status of the project.
See all projects staff members are a part of the project team.
Where to next?
What other features does this relate to?
Project contacts, Projects, Staff