Workers

Training Material: Assigning Workers to a Project in Project Setup

Introduction:

Welcome to the training module on how to assign workers to a project using the Project Setup tool. This guide will walk you through the steps to efficiently assign workers to your projects, ensuring proper designation and role assignment.

Steps to Assign Workers:

1. Access the Workers Module:

   • The Workers Module in Project Setup is used to assign workers to a project.

2. Navigate to Project Setup:

   • To begin, click on the Project Setup menu.

3. Open the Workers Menu:

   • Within Project Setup, click on the Workers menu.

4. Select the Project:

   • From the list of projects, select the project to which you want to assign workers.

5. Search for Workers:

   • Use the search functionality to find the worker you want to assign to the project.

6. Assign the Worker:

   • Click the + icon next to the worker’s name.
   • Select the worker’s designation for the project.
   • Click ASSIGN to complete the assignment.