Assigning Resources and Crews to a Project
Overview
Once a project is created, you assign team members to it from the Team Assignment tab. You can assign an entire crew at once or add individual resources one at a time. Each assignment links a person or group to a specific shift and a date range.
This action requires permission. If the assignment controls are not visible in the Team Assignment tab, contact your administrator.
For how to create a project first, see → How to Create a Project. For how to change assignment dates after assigning, see → Managing Allocation Dates.
--[Image: Team Assignment tab showing the current assignments table and the assignment form]--
How to Open Team Assignment
Team Assignment is available from the project edit form. From the Project Management V2 screen, click Edit on a project card, then navigate to Team Assignment.
Team Assignment is not available during project creation. The tab appears only when editing an existing project. After creating a new project, the detail view opens automatically with a banner guiding you here — click Edit to open the form.
Two Ways to Assign
| Assignment type | Use when… |
|---|---|
| By Crew | You want to assign an entire pre-configured crew group at once |
| By Resource | You want to add a single team member individually |
Select the type using the toggle or selector at the top of the assignment form, then fill in the fields for that type.
Assigning a Crew
Select "Crew" as the assignment type
Switch to the Crew assignment option at the top of the form.
Select a crew
Choose from the available crew groups associated with your organization.
- Crews are configured in the Crew Management module.
Select a shift
Choose which shift this crew will work.
- Only shifts that have been saved with the project appear here. If a shift you just added is missing, save the project first and re-open Edit.
Set the allocation dates
Enter the start date and end date for this crew's assignment — the period they will be active on this project.
- Dates must fall within the project's own start and end dates.
- End date must be after start date.
Click Assign
The crew is added to the project. All members of the crew appear in the assignments table below, linked to the shift and date range you selected.
Assigning an Individual Resource
Select "Resource" as the assignment type
Switch to the Resource assignment option at the top of the form.
Search for the resource
Type the person's name in the search field and select them from the autocomplete results.
Select a shift and set allocation dates
Choose the shift and the start and end dates for this person's assignment.
- Only saved shifts appear in the shift selector.
- Dates must fall within the project's date range.
Click Assign
The resource is added to the assignments table.
The Assignments Table
All current assignments are shown in a table below the assignment form. Each row shows:
| Column | What it shows |
|---|---|
| Name | The team member's name |
| Shift | The shift they are assigned to |
| Start Date | Their allocation start date |
| End Date | Their allocation end date |
| $/hr | Their hourly rate (visible only with can_view_pay_rate permission) |
| OT $/hr | Their overtime rate — automatically calculated as 1.5× the hourly rate (same permission) |
| Edit Rate | Opens the rate edit form (visible only with can_edit_pay_rate permission) |
| Remove | Removes the person from the project |
--[Image: Assignments table showing team members with shift, dates, and action buttons]--
Editing a Resource's Hourly Rate
If you have the can_edit_pay_rate permission, an Edit Rate button appears on each row.
Click Edit Rate
The rate edit form opens for that resource.
Enter the new hourly rate
Type the rate in the $/hr field.
- Must be between $0.01 and $999.99.
- The OT $/hr field updates automatically to 1.5× — it is not editable directly.
Save
The table updates immediately with the new rate.
Removing a Resource
Click Remove on any row in the assignments table to remove that person from the project. The removal takes effect immediately.
Removing a resource revokes their access to the project. They will no longer be able to punch in to it from the mobile app.
Things to Know
Only saved shifts appear in the shift selector. If you add a new shift in Tab 4 (Shifts) but have not saved the project yet, that shift will not appear as an option when assigning. Save the project first, then re-open Edit to assign the new shift.
Allocation dates can be changed after assigning. If a team member's start or end date needs to change, use the Edit Allocation function. See → Managing Allocation Dates.
Rate and overtime columns are permission-gated. The $/hr and OT $/hr columns only appear for users with permission. Other users see the same table without those columns.