The job team sub-menu in the job properties sidebarsettings, allows you to review and update the team on your job.
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ACCESSING JOB TEAM
From the jobs list > select the job > and click on the job properties sidebarsettings button
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TIP: You can also access the job settings (formerly the job properties sidebar) from any of the job sub- |
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menus like Briefing, Tasks, Price, Purchase Order, Invoice, Costs etc. Just look for the job |
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settings button |
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In the job properties sidebarsettings >select the job team menu
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VIEWING & EDITING THE EMPLOYEES ADDED TO THE JOB TEAM
Go to the open resource footer button
This will open a panel at the bottom of the screen with a list of resources that are currently not already included in the job team
In the employees tab > select the employee you wish to assign > and click on the + button to add them to the job team
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You can assign an employee to the job only if the employee has access* to the job
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*access is controlled through company or client access rights. |
CHANGING THE JOB TEAM
If you wish to change the team completely:
Click on change team button > select the new job team from the dropdown list > click ok
REMOVING EMPLOYEES FROM A JOB
To remove individual employee(s):
Select the name of the employee in the list view (1) > click remove selected resources button (2)
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REMOVE RESOURCES WITH NO CONNECTION TO THE JOB
If you wish to limit the job team to just the employees that have been assigned tasks or have already recorded time on the job you can bulk remove all other employees with the remove resources with no connection to the job button
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This will restrict access to the job, so if you do need other employees to work on the job in future, you will need to add them to the job manually.
ADD TEAM TEMPLATE
The add team template functionality, returns the job team to the team originally selected at job opening in the basic job settings tab.
Click the add team template button
Click yes when prompted
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Refer to Jobs > System Controls to see how your system settings may impact job creation. |
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