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
Go to Organisation Main Menu > Staff
Select the staff member you would like to assign an office to
Click ‘Edit’
Check the ‘Is Primary’ office box for this staff member
Example: Fatima as 'Sydney' set as her Primary Office
Optional: Check the ‘Selected’ office box for this staff member to add a secondary office
Example: Alec as 'Sydney' set as his Secondary Office
Click ‘Save’ to update the staff record
Assign Staff to Role (Primary Office)
Open a project
Go to the Project’s Main Menu > Plan > Schedule
Open Team Builder by hovering the mouse over the roles under a stage to reveal and click the ‘plus icon’
Under 'Current team', click the role you want to assign a staff member to. If there is no role, add the role first
If the staff has their ‘Primary’ office (same as project office), the staff member will appear be available in the 'Select Staff member' dropdown
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)
Open a project
Go to the Project’s Main Menu > Plan > Schedule
Open Team Builder by hovering the mouse over the roles under a stage to reveal and click the ‘plus icon’
Under 'Current team', click the role you want to assign a staff member to. If there is no role, add the role first
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.
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.
Where to next?
What other features does this relate to?