If you have multiple people in your team working on procurement for one project, make use of the assigning function This offers a consolidated view of who is responsible for specific packages and will better enable you to track and filter by individuals workloads.
In this article, you will learn how to:
- Assign your team members to packages
- Filter your view to only see packages you or certain team members are responsible for
Assigning your team members
- In your letting schedule, you will see the 'Assignee' column.
- In the white space, click and start typing the Assignee’s name in the box that appears.
- Select the assignee’s name - they are now assigned.
Filter by an assignee’s packages
We know letting schedules can end up quite large and you may want to only see the packages you or a team member are responsible for.
- Above the letting schedule you will see a filter for 'Assigned To'
- Use the drop-down box to select the team member's name - you can even select multiple at one time!
- You will see the letting schedule becomes filtered by this team member's assigned packages
