Team and people

See who's doing what on the Team page, and keep the roster: names, codes, normal weeks, firm links and groups.

The Team page is where Bullpen opens. The top half answers "who is doing what" with one card per person. The roster, time off and office holidays sit underneath.

Team cards #

Each card shows:

the person's name, level code and role, and their normal week ("40 h week")
a status, like On track or Overbooked, and a line that explains it
Next ◆: the next schedule milestone their packages follow, with its date
a bar for each week in the window, and "This week" booked of the hours they have
one chip per package they're on

Click ▾ Details to open a card: each package with its due date, how they're booked, and its hours of work against hours staffed, then their tasks and the dates they're out. ▴ Fold closes it. Open all and Fold all do every card at once.

What the cards show is set under Show ▾, in the view bar. See The view bar.

Status on a card #

Overbooked: booked past the hours they can work in some week.
Potentially overbooked: the same, when the plan ignores overbooking (Plan ▾).
Under-billed: booked for less than their normal week.
Unbooked work: more work assigned to them than hours booked for it.
No work yet, Available or On track.

Under-billed and unbooked work are shown in green. They're common for someone split across projects, not a problem by default. See Checks.

Week bars #

Each bar is the hours they'll work that week. Time off and holidays that week stack on top, hatched, so a holiday week booked at full time still reads as a full week. The dashed line is their normal week. Point at a bar for the numbers.

The view bar's weeks setting decides how many bars there are.

Reorder people #

Drag a card by its ⠿ handle, or focus the handle and use the arrow keys. This is the plan's one order: the staffing grid and the roster follow it. Use it to put leads or teams together.

The roster #

Click Team settings on the Team page, or scroll down, to reach Team roster. It has a row per person:

Name
Code: your firm's level or employee code, like "Level 1" or "JP5"
Role
Normal week (h): what Full time books for them
Firm member: which firm account this row is
Groups: a checkbox per group

Add a person #

In the last row, type a name. A placeholder like "Designer TBD" works too.
Add a code and role if you like.
Click Add, or press Enter.

When you're signed in, + Add someone from your firm adds a firm member directly. Anyone in your firm can be staffed, whether they're on the project or not.

Remove a person #

Click × at the end of their row and confirm. Their staffing and time off go too. Their work stays in the plan, unassigned.

Link a person to a firm member #

Pick a name in the Firm member column. A linked person gets a small badge on every page. To switch, pick someone else. To turn them back into a placeholder, pick Unlink (make a placeholder).

Every week, task and day off stays with the row when you link, change or unlink it. Undo reverses it.

People groups #

Groups are the columns on the right of the roster, like "Leads" or "Visualization".

In + New group, type a name and press Enter.
Tick who's in it.

Click a group's name to rename it. Use ← and → to reorder groups, and × to delete one. Deleting a group doesn't remove its people.

To focus on a group, open the people filter in the view bar and pick it. Every page, and the report, then shows those people. Edit groups… in that filter jumps back to these columns.