Add Workers to a Project

You can add workers to a project for tracking. Workers are added to defined worker positions in the quote. When setting up a quote, configure the position details. For more information about setting up worker position details, see Set Up Worker Position Details.

You can add as many workers as needed, depending on the business requirement. You can set up financials for a worker associated with a project, including timecard details.

Note: Workers associated with a project need to have a worker record in the system. If no workers exist, you can create a worker record. For more information about creating worker records, see Add a Worker.
  1. Navigate to the Home page in the MSP view.
  2. Click Engagements
  3. From the list, click the number in the Requisition Number for the project.
    You can use the buttons at the top of the list to filter by request type. You can also use the advance search functionality to locate your project. For more information about search, see Search Function.
  4. On the Engagement page, click the Workers tab.
    You can only add a worker for positions defined in the quote.
  5. For the position type, click +Assign Worker.
  6. Enter the First Name and the Last Name for the worker.
    Note: You do not need to enter both first and last name, however, entering both values narrows your search.
  7. Click the worker's name in the Worker column.
    The worker is added to the project.