Director guide: projects and schedules

Your dashboard, creating and editing projects, appointing leaders and following schedules.

The director dashboard shows the health of every project at once: staffing filled against required, deadlines, and the decisions waiting for you. Directors see only their own projects and the people on them; payroll, settings and company-wide data stay with the office.

Start with the dashboard

The action items at the top come first: crew leave waiting for you, projects short of staff, and deadlines within 14 days. Clear them and the rest of the dashboard is for keeping an eye on things.

Create a project

  1. Open Projects and create a project with its site, dates, required job roles and head-count.
  2. Pick its site leaders. Each leader gets an email when appointed.

Edit a project

Open the project and press Edit to change dates, status (including completed or cancelled), required roles or leaders.

Shift schedules

Shift schedules lists every schedule on your projects with filled against total shifts. Open one to view its board and spot gaps early.

Crew leave

Approve or reject leave for workers on your projects, ideally with a replacement so the shift stays covered. The badge in the menu counts what is waiting. See Leave and cover approvals.

Chat

Message the office or a site leader directly from Chat.

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