Buildr's Workforce Management tool enables you to plan and schedule your employees for upcoming projects. With workforce planning, your team can identify what roles need to be filled, which employees should be scheduled for the job, and the percentage of time your team will spend on each job.

Create Workforce Roles

To begin, navigate to your Settings and select the Workforce Settings tab. In this view, you can create new workforce roles by clicking "Add Role" (see below).

In the New Workforce Role pop-up, enter the name and abbreviation, then select Create.

Once you've completed adding new roles in your Workforce Settings, you will be able to create assignments in your projects and assign your employees.

Default Project Team

If you have recurring roles that you will frequently be assigning to your projects, Buildr enables you to create a Default Project Team.

To create your Default Project Team, navigate to the Workforce Settings tab, and click "Add Default Project Role".

Select the Role from the drop-down, set the Utilization percentage, and click "Create".

Continue adding new Roles to the Default Project Team modal until you have completed your template.

Adding your Default Project Team to a Project

Once your Default Project Team template is created, you can add your template to any project with just a few clicks.

On your Project page, select Workforce, click Add Project Team, and click Add.

Your Default Team template will instantly populate, allowing you to assign a Workforce Employee to each Role.