Now that we have the roles added and planned allocations are set, let's look at how we can start adding people.
Adding an employee to a role:
- Click on the plus sign for the desired role to be filled
- Find or complete a search for a specific employee
- Click Add on the far right side
Help finding an employee that is the best role match:
The Advanced Search shaper can help you staff an open role by showing the capacity of employees.
- Click on Active Projects
- Click on the Project of Choice
- Click on an Open Role
- Click on the Advanced Search button
- Add an employee with the + button
Advanced Search has a preset filter based on the open role you've selected. A match score is calculated based on the number of days the employee capacity matches the availability for the role.
Once a resource has been assigned by clicking the + button, the selection and estimated hours will feed into the project detail plan and people page. The billing rates will also be updated and the impact can be seen in the project plan.
To see who is available for the role you can add hours to the role on the shaper and then use the Advanced Feature to search which employees with that role may be available for project work.
To Add an employee simply use the '+' as shown
The employee will be automatically added to the project as shown