To add a role to a stage, click on the plus icon.
This will open the sidebar. The sidebar shows you the roles and staff, collectively known as the ‘Current team’ assigned to this stage.
- To see the plus icon, you need to be at the stage level and hover over any of the circles or the stage bar. See screenshot.
- In the sidebar, under 'Add roles', click on a role to assign it to the team. This lists all the roles you have in your system. When you assign a role to the stage, the role will be allocated at 100%. The 100% is the effective utilisation of the combined members of the team. See Clicking on staff member, below to change the number of hours automatically allocated.
- Click out of the sidebar to see the changes.
- You can add more roles to this stage, as required by repeating the steps.