A job's team
The Project Team page: which company teams contribute people to this job, and the roster of who is on it with the role each holds: Head PM, Site Supervisor, Estimator, Contract Administrator or Foreman. Exactly one Head PM is allowed per job. It is about responsibility on this job, not about who can log in.
- The Teams module is on (Settings → Team Modules).
- At least one team exists under Teams with the people in it. A person can only join a job from a linked team.
- Under Linked teams, press Link team and pick a team.
- It appears as linked, and its members become eligible for the roster. The bin unlinks it after a confirmation; people already on the job from that team stay as history until removed individually.
- Under Project roster, each linked team has Add from this team. Pick the Role, then the person.
- They join the roster under their team. The role dropdown on their row changes it; the bin removes them after a confirmation (tasks assigned to them will need a new assignee).
- The Head PM is shown at the top of the page. Adding a second Head PM is refused.
- Notifications that need a human owner go to the Head PM, and fall back to admins if there is not one.
- The roster powers the assignee and collaborator pickers on the Programme and the owner chips on Tasks.
- The assistant can link teams and add members from chat; the page refreshes when it does.
- A job with no Head PM sends everything to everyone.
- The role is job-scoped. Someone can be Head PM here and Foreman elsewhere.
- Access is set at the company level. Removing someone from the roster does not stop them opening the job.
- Teams for the company's teams and their members.