People, teams and groups

Your organisation is more than the people who log in. You also plan with people who have no login, contractors who are booked but never sign in, and standing teams such as SRE or PMO. This chapter is about the roster that holds all of them, and about the two ways of grouping people that are easy to mix up.

The People roster is one list of everyone you work with, with their seat, their job role, their working week and how far they are booked. Person rows open to show a person’s name, title, week, away time and team shares. Badges show at a glance what each account may do. Job roles describe what a person is hired to do. Teams are standing teams that you plan project hours against. Groups are sets of accounts that carry access and a permission profile.

The full chapter, with every step and setting, is in the app: open your account menu and select User manual.