Create a Crew

Background

Crews help you organize job site laborers into manageable groups. Each crew performs specific scopes of work, such as concrete, and is managed by a Foreman or Crew Lead who oversees their progress.

Things to Consider

Prerequisites

Steps

  1. Navigate to the project's Crews tool.

  2. Click Create and select Create Crew.

  3. Add crew members.

    • Employees

      1. In the 'All Employees' menu, mark the checkbox next to each person that you want on the crew.

      2. Optional: To select a Crew Lead, hover over their name and click Set as Crew Lead. Set Crew Lead

    • Equipment

      1. Click the Equipment menu.

      2. Mark the checkbox next to each piece of equipment you want to add to the crew.

  4. Enter the crew's name in the Name Your Crew box.

  5. Click Create.

See Also

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