10.6 Team Schedules
Assigning a team to
a project both within your company and with contacts from your client company as
well is important to streamline communications and have everyone be able to
function and keep current as action items are completed.
This screen shows
the drop down menu that you can assign teams both internally and with clients.
The process is the same to establish teams internally or externally.
Once teams are
established the schedules of each individual will be viewable within the
Schedules sections of Projects.
Employees - Establish which Employees will be
participating in this project with these fields. An estimated amount of time
they will be spending on this project can be specified as well as any Billable
Rate for Hours Worked on a Project.
Guests - Here you can specify which contacts
from an outside organization will be associated with a Project. If you are using
one of our Web Modules the contact will be able to login and view details,
time lines, and documents related to the project through the