Assignments View

The Assignments View provides a high-level gantt chart of your projects and assignments. In this view, you can filter assignments, create saved views, and assign employees.

Assignments Overview

Navigate to the Assignments tab in the main menu.

Here, your pursuit and awarded projects will appear on a gantt chart with their corresponding assignments. You can modify your view with filters and timeframe controls (Day, Week, Month, etc.). Additionally, you can create Personal or Shared views for quick reference.

Assign Employees from the Assignments View

To assign an employee from the Assignments view, select an unfilled role on a project. You will then be directed to the Assignment Modal, where you can view employee details and availability. Learn more about assigning employees in this article.

Export the Assignments View

To export a PDF of your Assignments view, navigate to the dropdown menu at the top of the page, and click Export.

Next, you will be prompted to select the timeframe you would like to export. Once you have entered Start and End Dates, click Export.

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