Management Team
Updated over a week ago

This is where you enter management details for the contract. Click on '+' icon at top right of the section to add management team members for the contract.

It will populate a layered screen as shown below.

Members in the management team can be added under different titles like 'Project Managers', 'Supervisors', 'Client Team - Others', 'Contractors', 'Contract Team - Others' and 'Draft Only'. Please note that it is mandatory to add management team members under the title 'Project Managers' and 'Contractors' while for other titles, it is optional.

To add a member in the management team, search for the concerned project user in the 'Search User' dropdown and select them using the available searchboxes within the dropdown. Next, select the title you want to add them under, from the right side. Once this is done, you will find the users as per their selected management title at the bottom of the layered screen.

To add a member in a separate management team, first clear the selected user list by clicking on clear icon at the top of selected user list showing at the top right then follow the same process as mentioned above by selecting different project users and titles as applicable.


Project Managers

Shows the list of project users defined under 'Project Managers' title for the contract. Users with the role 'Project Manager' are responsible for issuing information to the contractor through any of the communication forms like 13 Contractors Communication, 14 PMs Communication or 15 Supervisor's Communication.

Supervisors

Shows the list of project users defined under 'Supervisors' title for the contract. Users with the role 'Supervisor' would be raising 15 Supervisor's Communication or 18 Defect Notification by Supervisor.

Client Team - Others

Shows the list of project users defined under 'Client Team - Others' title for the contract. Users with the role 'Client Team - Others' can be deputies of the 'Project Manager' role. Such users can help the users in 'Project Manager' role in drafting the required information and sharing it with them once the draft is ready for further follow-up. Users in this role cannot issue information to the contractor unless it is reviewed/checked by users in the 'Project Manager' role.

Contractors

Shows the list of project users defined under 'Contractors' title for the contract.

Contractor Team - Others

Shows the list of project users defined under 'Contractor Team - Others' title for the contract.

Draft Only

Shows the list of project users defined under 'Draft Only' title for the contract. Users with the role 'Draft Only' can be deputies of the 'Project Manager' role. Such users can help the users in 'Project Manager' role in drafting the required information and sharing it with them once the draft is ready for further follow-up. Users in this role cannot issue information to the contractor unless it is reviewed/checked by users in the 'Project Manager' role.


Enter required details as explained above then click 'Update' to close the 'Management Team' screen and get back to the previous screen, else click 'Close'.



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