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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 website.

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