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
Go to Organization 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’
Select the role to assign a staff member
If the staff has their ‘Primary’ office (same as project office), the staff member will appear immediately
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’
Select the role to assign a staff member
If the staff has their ‘Secondary’ office (not the same as project office), click ‘More’
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?