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Project Management - Staff

You can assign staff to project templates and to client projects. Assigning staff to project templates offers you a default set of staff members that are assigned to the client projects you create based on this project template. Once you have set these staff members as default, they automatically appear as "Selected Staff" in the client project area. From the client project area you can assign additional staff members and assign the selected staff to issues.

For more information about project management, see Project Management - Templates.

Staff Assignment

All Staff

A list of staff members in the firm.

Selected Staff

A list of staff members assigned to the project template.

Assign

Select the appropriate staff members from "All Staff" and click to assign the selected staff to the project template.

Un-Assign

Select the appropriate staff members from "Selected Staff" and click to un-assign the selected staff from the project template.

Select All / Deselect All

Use these buttons to select or deselect all entries in the "All Staff" window.

Note: Keyboard controls (shift and ctrl) are available to select staff members as well. To select multiple staff members in sequence select the first staff member, hold down the Shift key, and select the last staff member in sequence. To select multiple staff members not in sequence select each staff member while holding down the Ctrl key.

Client Project Options

Use the drop-down menu for "Filter Client Project staff list by" to specify the type of filter you want to apply to the staff list that appears in the client project area.

All staff

Select this option to display all firm staff members in the staff list of the client project area.

Staff assigned to Project template

Select this option to display only the firm staff members assigned to the project template in the staff list of the client project area.

Staff assigned to client

Select this option to display only the firm staff members assigned to the client in the staff list of the client project area.

Staff assigned to client and Project template

Select this option to display only the firm staff members assigned to either the project template or assigned to the client in the staff list of the client project area.

If you assign or un-assign a staff member to a project template (with existing client projects) a prompt appears with the option to "Assign/Un-assign staff to all Client Project Y/N?".

If you select yes, that staff member is, assigned to, or un-assigned from, all client projects under the project template.
If you select no and are assigning, that staff member is assigned to only new client projects created from the project template, but does not get assigned to any existing client projects.
If you select no and are un-assigning, that staff member remains assigned to all client projects but is not assigned to any new client projects created from the project template.