Articles in this section

Adding Team Members to Your Project

Project teams in BigTime consist of staffers who have permission to bill time and expenses against a particular project. Each team can have one or more assigned “leads,” or managers with higher-level security rights. This step-by-step article will show you how to add new team members to BigTime.

 

1. Click MY COMPANY...PROJECT LIST from the top menu bar. 

mceclip0.png

 

2. Select a project that you’d like to add staff members to. Doing so will take you inside the Project Dashboard for that specific project.

mceclip1.png

 

3. Click the TEAM tab, located on the gray navigation bar.

mceclip3.png

 

4. Click the hyperlink +ADD A TEAM MEMBER toward the middle of the window.

mceclip4.png

 

5. Click the gray arrow under the STAFF MEMBER column, and select the staffer who you’d like to add to the project.

mceclip5.png
You can also add the staffer’s role on the project and indicate if they’re a team lead.

mceclip6.png

 

6. Click SAVE CHANGES to save your work.

mceclip9.png


Repeat the above steps to add more staffers to the project.

Note: You can only add a staff member once to a project’s team. In other words, staffers can't play "multiple roles" on a team, so pick the role that is most appropriate.

 

TIP: Click To Copy a Team From Another Project

Many firms use the same project team for multiple projects. So we've added a link to allow you to copy your team from one project to another one.

Click the hyperlink COPY TEAM FROM ANOTHER JOB, next to the +ADD A TEAM MEMBER hyperlink. A new window will pop up and you can select the project that you want to copy from.

mceclip7.png

When you copy the team from another project, your existing team members will be removed and overwritten.

mceclip8.png

Was this article helpful?
0 out of 0 found this helpful

More Resources