Previously, project managers faced significant challenges due to the lack of a centralised view of contributors and their time allocation.
The People tab solves these challenges by providing a centralised and detailed view of contributors within projects. With controlled visibility based on user permissions, project managers can now:
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Access a detailed list of assigned contributors:
- Quickly view all contributors working on their projects
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Gain deeper insights into contributors' workloads:
- Navigate to each contributor’s "My Projects" view to see their assigned projects and how their hours are allocated across them
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Analyse labor costs:
- For project owners (and when the labor costs feature is enabled), view the Cost History of employees to track budget usage
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Access tracked hours:
- View the table where employees log their project hours for detailed insights into their contributions
How it works
1. People tab
- A People tab has been added to the general view of Projects.
- This tab provides project managers with a centralised overview of all contributors assigned to their projects.
2. Controlled visibility
- Access to the People tab is restricted based on user permissions to ensure data security and relevance:
- Admins
- Project Owners
- Project Editors
- Users with fully enabled permission groups
3. Key features of the People tab
Contributor list
A comprehensive list of contributors assigned to each project. This overview includes:
- Full name and role
- Level
- Cost rate
- The hourly cost per person
- By default coming from contract
- Bill rate
- Amount you charge your clients for this person
- By default coming from “Jobs and rates”
- Profit margin
- The margin calculated from the difference between the bill rate and the cost rate
- Custom rate
- Custom rate set for this user
- It can be reverted by clicking “Edit user rates” in the three-dot menu
- Number of projects assigned
Within each employee's tab you can access their My Projects section:
- My Projects overview: Ability to navigate directly to a contributor’s "My Projects" view for a detailed breakdown of their assigned projects and time allocation.
- Hour tracking: Access the detailed table of hours logged by the employee for each project
- Schedule: Access the employee's projects schedule
