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Employees Tab

The Employees tab allows you to enable greater control over which employees are shown in the selection list in Project Analyzer’s Team tab and what information is displayed about each employee.

The employee information displayed here comes from the accounting system. Use the Multi-Edit tool to change values on multiple rows.

To access this tab

In Project Analyzer, click File and select System Configuration. On the System Configuration window, click the Employees tab.

Team Assignment Options

Use these options to control the contents of the employee list on the Team tab in Project Analyzer.

Field	Description
When Creating Employee Assignments	Use this field to control which employees appear in the list of available employees when creating assignments on the Team tab. The following options are available: Show All Employees - All active employees are included in the Team tab's drop-down list when creating team assignments. Restrict Employees By Discipline - Select this option to display only the employees whose roles are associated with the chosen discipline. Restrict Employees By Team Role - Select this option to display only the employees associated with the chosen role. This is the most restrictive team assignment option.
Allow Inter-Office Staffing	Mark this check-box to allow the creation of assignments for employees from other offices (offices not responsible for managing the current project). In single office settings, this check-box is not displayed. This is a global setting. To control this on a project-by-project basis, mark the check-box, then de-select this at the project level on the Team Ribbon on the Team tab to disable. For more information, see the Project Analyzer help topic titled: Ribbon: Team Tools and navigate to the section titled Allow Interoffice Staffing.
Set Team Role Based on Selected Employee	Mark this check-box to allow Project Analyzer to automatically change the assignment's team role to match the default team role of the selected employee as set in the Default Team Role field below. When the check-box is unmarked, you can assign any role to the employee.

Field

Description

When Creating Employee Assignments

Use this field to control which employees appear in the list of available employees when creating assignments on the Team tab. The following options are available:

Show All Employees - All active employees are included in the Team tab's drop-down list when creating team assignments.
Restrict Employees By Discipline - Select this option to display only the employees whose roles are associated with the chosen discipline.
Restrict Employees By Team Role - Select this option to display only the employees associated with the chosen role. This is the most restrictive team assignment option.

Allow Inter-Office Staffing

Mark this check-box to allow the creation of assignments for employees from other offices (offices not responsible for managing the current project).

In single office settings, this check-box is not displayed.
This is a global setting. To control this on a project-by-project basis, mark the check-box, then de-select this at the project level on the Team Ribbon on the Team tab to disable. For more information, see the Project Analyzer help topic titled: Ribbon: Team Tools and navigate to the section titled Allow Interoffice Staffing.

Set Team Role Based on Selected Employee

Mark this check-box to allow Project Analyzer to automatically change the assignment's team role to match the default team role of the selected employee as set in the Default Team Role field below. When the check-box is unmarked, you can assign any role to the employee.

List Details

The complete list of employees available in the accounting system database is displayed. Use the columns in this section to define the settings for employees.

Item	Description
Hidden	Mark this check-box to remove the employee from the list of employees available on the Team tab to prevent them from being assigned to projects.
Org	This is a read-only field provided by the accounting system. In the accounting system, this is the value assigned to track cost and revenue for an employee.
Office	The office location associated with the employee. This is a read-only field provided by the accounting system.
Status	The status of the employee. General options are Active, Inactive, and . This is a read-only value provided by the accounting system.
First Name	The first name of the employee as entered in the accounting system. This is a read-only field.
Last Name	The last name of the employee as entered in the accounting system. This is a read-only field.
Default Team Role	This drop-down list provides the complete list of team roles available in Project Analyzer. The team role is the role the employee usually performs on the project.
Labor Rate Source	This drop-down list provides the three labor rate source options for employees:
Not Set	The labor rate has not been set for the employee.
Vision	The labor rate is pulled from the accounting system.
Labor Rate	The rate used when calculating estimated costs for the employee's team assignments. Project managers only enter a value here to override the default labor rate value for the employee. If no value is entered, the default labor rate is used. A project manager may want to enter a new labor rate to prevent an employee's pay or cost rate being back calculated by other employees. A new rate can only be entered here when Employee Pay Rate or Employee Job Cost Rate is set as the Labor Rate Source on the General Settings tab.

Toolbar

The following additional fields are also available. Click on the field chooser and select the check-box for the field to display it.

Vision ID - The employee ID in the accounting system. This is a read-only field.
Type - Employee type. This is a read-only field provided by the accounting system.
Billing Category - The billing category for the employee as defined in the accounting system. This is a read-only field.
Labor Code - The labor code assigned to the employee in the accounting system. This is a read-only field.
Display Name - The display name of the employee in the accounting system. This is the name used in the Employee field on the Team tab. This is a read-only field.
Preferred Name. The employee's preferred name as entered in the accounting system. This is a read-only field.
Discipline - The discipline assigned to the employee in the accounting system. This is a read-only field.
Newforma ID- Use this field to enter an email address for the employee.
Currency- The currency used for the labor rates. This drop-down list shows all active currencies from the accounting system. The column only appears If the accounting system uses multiple currencies.