Project Creation - Team section

The Team section of the project creation view is used to select which employees will track time on this project. Note that the columns displayed in the Team section vary depending on the options chosen in the Costing and Budget section.

 

For complete instructions on using the Project Creation view, go to the All about Projects topic.

 

 

To add an employee to the team:

  1. Click the Select Employees button near the bottom of the Team section.

  2. Check one or more employees from the list.

  3. Click Finish.

 

 

Group (optional): This is the group associated with the employee.

 

Pay Rate: The hourly pay rate for the employee. This value is used to calculate your company's costs for this employee's time (Employee's Hours x Hourly Pay rate). The rate and currency are set in the employee's properties.

 

Billing Rate: The hourly billing rate (and currency) for the employee that is used to calculate this employee's billing costs for time tracked on this project. This column is only displayed if the project is set to 'Billable by Employee Hourly rate'. You have the option to modify this value. The new value applies to this project only.

 

Actions: Use to edit the employee’s properties or to remove the employee from the Team.