In Delivery - through Project function - you work with the actual delivery, e.g. the assigning of consultants in their defined roles.
You can also view relevant assignments and projects to look over. Use the filters to view the projects you want to see. Default is Open and Won projects.
The roles are shown with different coloured circles with a number in it. The number equals the amount of roles.
- Green - assigned
- Blue - preliminary assigned
- Red - unassigned
Click on the arrow for more information about dates and roles.
Possible filter settings
To view unassigned roles use the filter on Allocation - Unassigned, Preliminary assigned.
State the project responsible if stated on the project to find assignments through the head of consultation for example. Allocation - Preliminary and Team to see the preliminary assigned consultants in your team. You can also use Sales Responsible, if that is the same person.
You can also find assignments through tags.
Filter through Pipe if you are working with different pipes depending on business area, geographical diffusion or if you have devided the assignment in the sales process.
Other filters are Resources, Customers and Team.