Gen 3: Team Management

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  • Updated 2 years ago
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I wanted to clarify the procedure for adding a staff member to an existing project. It seems that with the new system you need to; # Go to Project Management, search project # Add the staff member to “Team” # Add rate to “Billing Rate” # Go back to “Team” assign billing rate # Go to “Tasks” and add staff member to each individual task (edit task, change resource assignments) Is this correct? It is a lot more time consuming than the previous timesheet method.

(Originally posted by bosbornekelso)
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Archived Post, Official Rep

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Posted 4 years ago

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Archived Post, Official Rep

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Hi,

Thank you for using Replicon Community.

Yes, its the correct procedure to add a team member to a project & to a task. Gen3 is a lot different than our previous products. We thank you for your feedback and will raise this as a suggestion to our product management team.

Thanks,
Lingaraj


(Originally posted by Lingaraj Dharwad)
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Burke, Jared

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When you remove a team member from a project the system asks if you want to remove them from all tasks. Why not improve your product to ask if you want to add the team member to all task when adding a team member.
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Aashnee Kamboj, Community Moderator

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Hi Jared,

This surely seems something needed. While I check with the team here, I can suggest you to use RIA, out import utility tool. This can help you add users to projects/tasks quickly and easily.

Thanks,
Aashnee