Documentation Index

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Assign project workers to a department

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Assigning workers to a department or location is permission based

To update, your account must have one of the following roles enabled:

  • Role: Company Admin, Company Manager, Project Coordinator, Project Assistant, Department Head

  • Custom role with: Project management - Full access, Manage

Overview

Workers assigned to a department will appear when you filter the project’s People dashboard by department.

How to assign a department to a project worker

If you need to assign the department for a single worker, you can do so directly from their worker profile.

  1. From the left-side navigation, click the dropdown menu and select the project

  2. Click People

  3. Click on the worker's name to open their profile

  4. Next to Job & pay, click Edit

  5. Click the Department dropdown menu to make your selection

  6. Click the Save button

How to bulk-assign project workers to a a department

To assign more thank one project worker to the same department:

  1. In the left-side navigation, click the dropdown menu

  2. In the dropdown menu, select the name of the project that you want to assign departments

  3. In the left-side navigation, click People

  4. On the project People dashboard, click to check the boxes next to each project worker that you want to assign

  5. Click the Actions button at the bottom of the page to select Assign department

  6. In the popup, click the search icon to choose the department that you want to assign to the project workers

  7. Click the Assign button