Resource Detail: Projects, Crews, and Shifts
Overview
Every team member has a dedicated detail page where you can manage their project assignments, crew memberships, and view their shift schedule. You can also edit their profile and see their permissions and pay rates if your account has the appropriate access.
For an overview of the resource list and how to navigate to a person's detail page, see → Resource Management: Overview.
--[Image: Resource detail page showing the profile card on the left and the Projects tab on the right with assigned project cards]--
How to Open a Resource's Detail Page
From the Resource Management screen, click View on any resource card. This opens their dedicated detail page at a unique URL — you can bookmark it or share it directly.
The Profile Card
The left panel of the detail page shows the person's profile at a glance:
| Element | What it shows |
|---|---|
| Avatar | Their photo or colored initials circle |
| Name and role | Full name and assigned role |
| Contact email | |
| Phone | Phone number with country code |
| Safety Rep | Whether this person has safety representative access — Enabled or Disabled |
| Projects count | How many projects they are currently assigned to |
| Edit Profile button | Opens the edit form to update their details |
If the profile card shows a banner about missing projects or crews, it means this person has not been assigned yet. Use the tabs on the right to make the assignments.
Tab: Projects
The Projects tab shows all projects this person is currently assigned to, with a search bar to filter by name.
Each project card shows the project name, status (Active, Paused, or Completed), shift hours, and the allocation start and end dates.
Assigning a Resource to a Project
Click Assign to Project
The button is at the top of the Projects tab. A modal opens.
Select a project and shift
Choose a project from the dropdown. Once selected, the shift dropdown populates with the shifts configured for that project — select the one that applies.
- All fields are required.
- Only saved shifts appear in the shift dropdown — if a shift is missing, it may not have been saved to the project yet.
Set the allocation dates
Enter the Start Date and End Date for this person's assignment to the project.
Confirm
The project appears in the list and the person can now punch in to it from the mobile app.
Other Project Actions
Each project card in the list also has two additional actions:
| Action | What it does |
|---|---|
| Change Allocation Date | Opens the Edit Allocation modal to update the assignment's start and end dates. See → Managing Allocation Dates. |
| Remove | Removes this person from the project. A confirmation prompt appears inline — click Yes to confirm. Removing revokes their ability to punch in to that project immediately. |
Tab: Crews
The Crews tab shows all crews this person belongs to, with a search bar to filter by name.
Each crew card shows the crew name, description, and member count.
Adding a Resource to a Crew
Click Add to Crew
The button is at the top of the Crews tab. A modal opens with a list of available crews.
Select a crew and confirm
Choose the crew from the dropdown and confirm. The person is added as a member immediately.
Each crew card also has View (opens crew detail) and Remove (removes the person from that crew with an inline confirmation) actions.
Tab: Shifts
The Shifts tab shows a read-only view of this person's shift schedule, derived from their project assignments.
Each shift entry shows:
| Element | What it shows |
|---|---|
| Shift name | The name of the shift |
| Project | Which project this shift belongs to |
| Schedule | Start time → end time |
| Working days | Day circles (Mo–Su) highlighted for active days |
| Allocation dates | The start and end dates of this assignment |
Shifts cannot be edited from this tab. The schedule is determined by the project configuration. To change a shift's hours or working days, edit the project itself. See → How to Edit a Project.
Additional Tabs
Two more tabs are available depending on your permissions:
| Tab | What it shows | Required permission |
|---|---|---|
| Permissions | The person's base role and all dynamic permissions by module — each shown as enabled (✓) or not (—) | can_view_user_permissions |
| Rates | The person's base hourly and overtime rates, plus the rate applied per project | can_view_pay_rate |
Editing a Resource's Profile
Click Edit Profile in the profile card to open the edit form. You can update the person's name, role, and phone number. Email and phone may be locked depending on your organization's settings.
Hourly rate and overtime rate are editable only if you have the can_edit_pay_rate permission.
Things to Know
Removing a resource from a project takes effect immediately. Once confirmed, the person loses the ability to punch in to that project from the mobile app right away.
Crew membership does not automatically assign a person to a project. Adding someone to a crew is separate from assigning them to a project. Both are needed for the person to appear in a project's team and be able to punch in.
The Shifts tab is read-only. It reflects the shifts from the person's active project assignments. Any changes to shift schedules must be made from the project edit form.