Staff Management¶
The Staff Overview provides a timeline view centered on people rather than projects. It shows each staff member's assignments, availability, and time off.
Tip
Admins and superusers can dock the Staff Overview directly below the Gantt chart via the Panels button — see Resource Panels.
Staff List Panel¶
The left panel shows all staff members with:
- Status indicator: Green (available) or Red (overallocated)
- Part-time badge: Shows maximum capacity if less than 100%
- Role and allocation: Job title and current total allocation percentage
- Drag handle: Admins can drag staff onto the timeline to create assignments
Click the arrow to expand a staff member and see their vacation entries, recurring absences, and current project assignments.
Staff Timeline¶
The right side shows a horizontal timeline with:
- Assignment bars — Colored by project, stacked when overlapping
- Vacation blocks — Distinct color/pattern
- Workload indicator — Thin bar showing total utilization level
- Bank holidays and company events — Expandable rows at the bottom
Assigning Staff¶
Method 1: Drag & Drop¶
- Grab a staff member by the drag handle in the Staff Overview
- Drag them onto a project/phase/subphase bar on the Gantt timeline
- The Staff Assignment Modal opens pre-filled
Method 2: Context Menu¶
- Right-click on a project, phase, or subphase in the Gantt chart
- Select Assign Staff
- The Staff Assignment Modal opens
Assignment Modal¶
- Select a staff member from the dropdown
- Set allocation percentage (5–100% in 5% increments)
- A warning appears if the assignment would exceed capacity
- Phase/subphase assignments inherit dates automatically
- Project-level assignments allow custom start/end dates
Filtering Staff¶
Click the Filter dropdown to filter by:
- Role — Multi-select checkboxes (e.g., Research Scientist, Lab Technician)
- Skills — Multi-select with colored dots matching each skill's color
- Clear All — Reset all filters
The header shows filtered/total count (e.g., "12/20 staff") when filters are active.