Staff Projects Overview

Everything you need to know about staff projects

Updated over a week ago

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

Actions available

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

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