To create a crew in the Crews tool.
Laborers on jobsites are managed into groups called crews so they can be more easily organized on job sites. Each crew consists of workers who perform one or more scope of work (e.g. a crew of concrete workers) and is lead by a Crew Lead, or Foreman, who is responsible for the crew’s work.
Things to Consider
- Required User Permissions: ‘Standard’ or ‘Admin’ level permissions on the Crews tool.
Navigate to the Crews tool.
Click on the Create Crew button in the right pane.
In the “Select Crew Members and Crew Lead” window, select the checkbox(es) next to your desired employee(s).
Note: To appear in this list, the person must be added to the Project or Company Directory and a checkmark must appear in the 'Is Employee of <Your Company>' box on their profile. For more information on how to check for this setting in a user's profile, see Edit a Person in the Project Directory. If the employee is only added to the Company Directory, the setting “Employees Can Be Tracked On All Projects’ must be enabled. To learn more about this setting, see Track Employees Time On All Projects.
Select a Crew Lead by clicking the Set as Crew Lead button next to the employee’s name.
Enter a name for your Crew.