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How to see the Manager view - People view

Learn how to access and switch between the Manager view and Contributors view in this informative guide.

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:

  • Access a detailed list of assigned contributors:
    • Quickly view all contributors working on their projects
  • 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
  • Analyse labor costs:
    • For project owners (and when the labor costs feature is enabled), view the Cost History of employees to track budget usage
  • 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

 

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