Projects and people

What this is

A project carries its client and address, number, site email, project manager, audits and anticipated end date. They show under the project name on the plan and on the PDF.

The Resources page is where everybody lives: a list of everyone, with how many sites each is on and whether their link is on. Click a name to change them - it changes them on every project at once.

Roles are picked from a list rather than typed, so they stay consistent. The list is at the bottom of the Resources page.

Being on a project's list is not the same as working on it. People stay listed after their last shift - Active only hides them.

What it looks like

Start to finish

1. Add the project.
2. Put people on it - someone already known, or someone new.
3. Keep contact details up to date on Resources.

How to

• Add a project: Plan, then Add project, in the ribbon.
• Edit a project: Edit on its heading. Tick Archive to take it off the plan without deleting anything.
• Bring an archived project back: Plan, then Archived projects, in the ribbon. Each one shows how many days it has planned; press Restore and it is back on the plan with all of them.
• Put someone on a project: + Person on the project heading, then choose who. Pick someone already known, or choose + Someone new and fill in their details.
• Change someone: click their name on the plan, or on Resources, change what you need and press Save.
• Find someone on Resources: type part of their name or role in the Find box.
• Add a whole team at once: on Resources press Import people, then Download the template. Fill it in - one person to a row with their name, role, mobile, email and hours; only the name is needed, and the Role column offers your roles or takes a new one. Drag the saved sheet onto the box. The next page shows who will be added, who updated and what changes, and anything skipped with the reason. Nothing changes until you press Import.
• Update details in bulk: put the same people in the template with what has changed. Someone is matched by their email, or by their name if the row has no email; their details are filled in or changed from the row, and an empty cell never wipes anything.
• Add someone without putting them on a site yet: + Add a person, on Resources.
• Take someone off a project: click their name, then Remove from project. Their days on that project go; everywhere else is untouched.
• Delete someone entirely: on Resources, click their name, then Delete. It wipes all their planned days, so it asks first and says how many sites they come off.
• Add or remove a role: the Roles list at the bottom of Resources. Removing a role does not change anyone who already holds it.