Put the team on a project

A project’s team is the people working on it. Each of them sees the project on their My day, under My engagements (or projects), with Start for the timer. Whoever is responsible is reminded of every date on it.

Before you start

Everyone who logs time must be on your firm’s team, with the rate an hour is billed at. A manager adds them under the Team tab of Practice › Engagements: “The people whose time is logged, with what an hour is charged at and what it costs.” Add to the team asks for:

• Member of the business: “They log their own time when they sign in.” Choose No login for someone who never signs in, and a manager logs their time.
• Role, and Rate an hour (“Empty uses the role’s rate.”), Cost an hour, and Hours a week (“Empty uses 40.”), which utilisation is measured against.

Zoom

Steps

1. Open the project and find its Team

   Open the project from Practice › Engagements. On its first tab, the Team card lists who is on it. The lead is there already, marked responsible. Tap Add.

2. Choose the person

   Under Person, choose someone in the business.

3. Choose how they are on it, then tap Add

   Under As, choose On the team, or Responsible (reminded of every date). Tap Add. Kila says, for example: “Wanjiru Mwangi is on the engagement.”

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4. Check the team

   The Team card lists everyone on the project. To take someone off, tap the bin next to their name.

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What if

Someone cannot log time

Kila shows:

You are not on the team yet. Ask a manager to add you under Team so you can log time.

They are not on the firm’s team yet. A manager adds them with Add to the team on the Team tab, as in “Before you start”.

Needs a manager

Adding people to a project, and to the firm’s team, is for managers: the owner, engagement partners and managers, project leads and property managers.

Related

• Set a project’s budget and rates: which rate an hour is billed at.
• Record your time: the timer on My day and the week’s grid.
• Check your team’s utilisation: billable hours against each person’s hours a week.

Next: the team records their time: Record your time.