View “Manage Project Staff”
You assemble the project team from the created users and employees and then group them together in work groups. The project team member can be deployed for a specific period of time or for the entire project. You can also specify the employee’s daily working time.
The view can be opened:
- in a project when you click in the Backstage view the command Project/ Project Staff Management
The view Manage Project Staff is divided into three areas. The project team members are listed on the left-hand side. The right side shows the project groups and their usage profiles.
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Adds a new project employee from the “Employees” list. |
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Creates a new project group or adds a usage profile. |
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Removes a project member, project group, or usage profile. |
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The project team member is transferred to a project group. |
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A project member can be edited via the context menu of the project member. In the editing dialog you can, for example, enter a description, an hourly rate or set it to inactive. |
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Updates the view after changes are made. |
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You can use the filter to filter by specific project members. |
Commands for project staff
Edit
Opens the editing dialog of the user, where you can enter various information, such as group membership, path of the working directory or personnel costs.
Adjust Project Availability
Opens a dialog in which you specify the period, the daily working time and the number of hours of the user.
General Availability (Version and higher 6.2)
Opens a dialog where you can adjust the basic availability according to the project availability.
Calendar (Version 6.2 and higher)
Opens the user calendar.
Delete
Removes the user from the view.
Commands for project groups
Edit
Opens the editing dialog of a project group, where you can assign project team members, define personnel costs or specify functional areas.
Assign Project Groups
You can use this to integrate other groups into the project group.
Assign Project Staff
This allows you to include project team members in the group.
Delete
Deletes the project group.
Til version 6.1
With version 6.2, the user profiles are replaced by functional areas. If you want to continue working as before, you do not have to adjust anything. The assigned user profiles of a project group are still active and can be accessed in the Edit dialog of a project group on the Profiles tab.
The context menu of a project user offers the commands Edit, General Availability and Delete.