The job team sub-menu in the job properties sidebar, allows you to review and update the team on your job.
In WorkBook, you are able to restrict the people who can access and add time to jobs, based on the ‘team’ that has been assigned. Depending on your setup, you will be prompted to select a team at job opening or a default team will be set automatically in the background.
This article walks you through how to manage a team or individual team members on a job.
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ACCESSING JOB TEAM
From the jobs list > select the job > and click on the job properties sidebar button
TIP: You can also access the job properties sidebar from any of the job sub-meus like Briefing, Tasks, Price, Purchase Order, Invoice, Costs etc. Just look for the job properties sidebar button in the top tight hand corner of the screen.
In the job properties sidebar >select the job team menu
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
You can assign an employee to the job only if the employee has access* to the job
*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)
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
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
Refer to Jobs > System Controls to see how your system settings may impact job creation.