What's the project summary for?

"What's the project summary for?"

A useful place to see the people on the project is on the project's summary.

To see a project's summary:

1. First, select the project on: "Menu", then "Projects"
2. Then tap: "People", then "Summary"
3. And finally, you'll see a full summary of everyone who's got access to the project.

A project's summary includes:

• What access each person's got in the project.
• And how each person got that access.

To understand what each tick and circle on a project's summary means:

1. First, scroll down to see the legend (at the bottom).
2. And finally, read through the legend to understand what each circle or tick means.

As an admin, you can use a project's summary to:

• Add more people. To do it, tap Add (at the top of each column)
• Also, when you hover your mouse over any part of the summary, you can tap that part to make a change directly.

To add a person to a project, from a project's summary:

1. First, tap the person in the column you want to add them.
2. Once it slides out on the right, tap the person where it's highlighted, to push them over to the selected people list.
3. Then tap: Save
4. And finally, you'll see a tick confirming that the person's been added.

If a feature's not showing:

• If "Projects" isn't showing in the menu, it means your org hasn't turned on the timesheets feature yet.
• To turn on the timesheets feature, watch the video on: Turning on timesheets

And that's it! That's everything you need to know about a project's summary!