Assigning packages to your team members
Assigning packages to your team members
If you have multiple people in your team working on procurement for one project, make use of the assigning function This offers a consolidated view of who is responsible for specific packages and will better enable you to track and filter by individuals workloads.
In this article, you will learn how to:
- Assign your team members to packages
- Filter your view to only see packages you or certain team members are responsible for
Assigning your team members
- In your letting schedule, you will see the 'Assignee' column.
- In the white space, click and start typing the Assignees name in the box that appears.
- Select the assignees name - they are now assigned.
Filter by an assignees packages
We know letting schedules can end up quite large and you may want to only see the packages you or a team member are responsible for.
- Above the letting schedule you will see a filter for 'Assigned To'
- Use the drop-down box to select the team member's name - you can even select multiple at one time!
- You will see the letting schedule becomes filtered by this team member's assigned packages
