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Multi Office and Team Builder

How to use multi office in team builder

Updated over 2 weeks ago

Edition: Enterprise

User-level: Project Manager, Director, Assistant Administrator and System Administrator

Previous steps: Offices will need to be added first by a System Administrator by going to Settings > Organisation > Offices, and an office will need to be assigned to the correct staff member as a primary and/or secondary. Setting up Multi-Office

Assign an office to the correct staff member as a primary and/or secondary to assign to a role when using the Team Builder function within the project’s schedule screen when managing resources against a project.


Assign Office to Staff

  1. Go to Organisation Main Menu > Staff

  2. Select the staff member you would like to assign an office to

  3. Click ‘Edit’

  4. Check the ‘Is Primary’ office box for this staff member

    Example: Fatima as 'Sydney' set as her Primary Office

  5. Optional: Check the ‘Selected’ office box for this staff member to add a secondary office

    Example: Alec as 'Sydney' set as his Secondary Office

  6. Click ‘Save’ to update the staff record

Assign Staff to Role (Primary Office)

  1. Open a project

  2. Go to the Project’s Main Menu > Plan > Schedule

  3. Open Team Builder by hovering the mouse over the roles under a stage to reveal and click the ‘plus icon’

  4. Under 'Current team', click the role you want to assign a staff member to. If there is no role, add the role first

  5. If the staff has their ‘Primary’ office (same as project office), the staff member will appear be available in the 'Select Staff member' dropdown

  6. Select the correct staff member for this role

    Example: Fatima has 'Sydney' set as her Primary Office and this project's office is set to 'Sydney'

Assign Staff to Role (Secondary Office)

  1. Open a project

  2. Go to the Project’s Main Menu > Plan > Schedule

  3. Open Team Builder by hovering the mouse over the roles under a stage to reveal and click the ‘plus icon’

  4. Under 'Current team', click the role you want to assign a staff member to. If there is no role, add the role first

  5. By default the staff list is restricted to just those who have this rate set as their Primary rate, in the project office. To view all staff that have this rate selected, 'Restrict to primary rate in primary office' off.

  6. Select the correct staff member for this role

    Example: Alec has 'Sydney' set as his Secondary Office and this project's office is set to 'Sydney'

Note: A staff member who shares the same role but is not connected with the project office will not be seen in the list.


Conclusion – As a Project Manager and above, better manage your staff list within Team Builder when resourcing to show relevant staff members that match the role and project office by assigning a primary/secondary office within the staff record.

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