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Staff Management

The Staff Overview provides a timeline view centered on people rather than projects. It shows each staff member's assignments, availability, and time off.

Staff List Panel

The left panel shows all staff members with:

  • Status indicator: Green (available) or Red (overallocated)
  • Part-time badge: Shows maximum capacity if less than 100%
  • Role and allocation: Job title and current total allocation percentage
  • Drag handle: Admins can drag staff onto the timeline to create assignments

Click the arrow to expand a staff member and see their vacation entries, recurring absences, and current project assignments.

Staff Timeline

The right side shows a horizontal timeline with:

  • Assignment bars — Colored by project, stacked when overlapping
  • Vacation blocks — Distinct color/pattern
  • Workload indicator — Thin bar showing total utilization level
  • Bank holidays and company events — Expandable rows at the bottom

Assigning Staff

Method 1: Drag & Drop

  1. Grab a staff member by the drag handle in the Staff Overview
  2. Drag them onto a project/phase/subphase bar on the Gantt timeline
  3. The Staff Assignment Modal opens pre-filled

Method 2: Context Menu

  1. Right-click on a project, phase, or subphase in the Gantt chart
  2. Select Assign Staff
  3. The Staff Assignment Modal opens

Assignment Modal

  • Select a staff member from the dropdown
  • Set allocation percentage (5–100% in 5% increments)
  • A warning appears if the assignment would exceed capacity
  • Phase/subphase assignments inherit dates automatically
  • Project-level assignments allow custom start/end dates

Filtering Staff

Click the Filter dropdown to filter by:

  • Role — Multi-select checkboxes (e.g., Research Scientist, Lab Technician)
  • Skills — Multi-select with colored dots matching each skill's color
  • Clear All — Reset all filters

The header shows filtered/total count (e.g., "12/20 staff") when filters are active.