Buildr Workforce is a powerful and convenient tool that allows you to optimize shift assignments and get the most value out of your workforce.

Creating a New Workforce Assignment

As soon as a project is entered into Buildr and given a start and end date, you have the ability to start assigning shifts to employees. For this example, we created a project called, "Olive View - Southwest Tower 2".

In the project, navigate to the Workforce Tab and select "Create Assignment."

Assign the Role and set the Utilization Percentage. In the example below, we set the utilization to 100%. This means that 100% of their time is allocated to this project. So for example, all hours in a 40 hour work week would go to this job.

If the job requires 50% of their time, then set it to 50%. If 25% of their time, then 25%, etc. You can also go back and update this information later if you anticipate this changing.

Next, select the start/end date. Here, you have the following date options:

Construction start/end date (the date construction is set to start/end)
Assignment start/end date (the date the assignment is expected to start/end)
Duration (the allotted number of days the assignment will be active)

If you choose the "Assignment Start Date" option, you have the option to "Automatically adjust this date when the Construction Start Date changes". If this option is selected and the project's start date changes, Buildr will automatically update the assignment's start date. For example, if the project start date was pushed back 30 days, the assignment start date will also be pushed back 30 days.

Once completed, you will see an Assignments summary in your project's Workforce tab. In this tab, you will find a gantt chart showing all project assignments in addition to a list view of each assignment and their utilization percentages.

If an assignment is left unfilled, you have the option to assign an employee by selecting "Assign Employee":

The Assignment Modal

When you assign a shift, you will see your list of employees on the left side as shown in the image below. Search for and select an employee to see their Availability and determine if assigning them to this specific project will work. Compare availability and utilization to see who will be the best fit for the assignment.

If you have enabled Divisions, you can assign your workforce to relevant shifts. Buildr enables you to filter your employees by Division and view all available employees who match the corresponding workspace. Refer to our Divisions article to learn more.

Explanation of the Colors in the Assignment Modal

When updating or adding an employee, you will see the employees availability. The list of employees on the left side has a visual representation of each employees availability. If you click on that employee, more details will show up on the right side.

The green bars indicate that assigning the employee to the shift will work because the total utilization will be 100% or less during that time period. Here are some examples of when the green will show up in the Availability window:

The employee is not assigned to any projects
The employee is assigned to a project that requires less than 100% utilization AND the shift you are trying to assign does not cause the employee to exceed 100% utilization. For example, if they are assigned to Project 1 at 50% utilization and you are trying to assign them to a shift on Project 2 that requires 50% utilization (or less), then the bar will appear green.

The gray bars indicate that the assignment will not work because the assignment will cause the employee's utilization to exceed 100% during this time OR they are already 100% utilized on other projects.

Accessing Assignments

If we navigate to Workforce > Assignments, then we will see that the role has been filled and employee's name is listed under the Rincon Marine Biology Research Lab project.

If you click on the shift (the purple bar with the Employees name and shift), it will pull up the Assignment Modal that we saw previously.

Exporting the Assignments View

Quickly export a PDF of your Assignments view by first navigating to Workforce > Assignments:

Next, select the drop-down menu and click on Export: