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Multi Office and Team Builder

How to use multi office in team builder

Updated over a week 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 > Organization > 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 Organization 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. Select the role to assign a staff member

  5. If the staff has their ‘Primary’ office (same as project office), the staff member will appear immediately

  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. Select the role to assign a staff member

  5. If the staff has their ‘Secondary’ office (not the same as project office), click ‘More’

  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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