Projects, allocations and the bench

Put people on client projects, release them, and see who is free.

Projects

In Workforce → Projects, add a project with its client and dates. Then allocate people: their role on the project, how much of their time (for example 50%), and from when. The person gets an email.

Employees see their projects, their role and their teammates under My Projects.

Releasing someone

Click Release next to the person. Their allocation ends yesterday, so from today they are free. If the allocation hadn't started yet, it is simply removed.

The bench

Workforce → Bench shows who is not fully allocated, with their skills, so you can staff the next project quickly.

Frequently asked questions