You can add one or several employees to an existing project in Beeye. Conversely, you can also assign one or several projects to an employee. For now, you can perform these actions from the Planning page.
 
 
 

Assigning one or several employees to a project

To do that, we recommend displaying your planning page by project, so you can assign employees to the same project simultaneously.

To begin, find your project in the list, and click on the blue arrow icon to the right to display the resources working on that project. Below the list of employees, you can click on the Add resources button.

A panel will appear on the right where you can see the list of available resources, sorted by position. You can use the search bar to filter the categories that appear, or by typing the name of the employee you’re looking for.

Click on the name of the employee you want to assign to the project, and complete the assignation by clicking Add. The employees will then appear in the project team and you will be able to plan their time.
 
 
 

Assigning one or several projects to an employee

To do that, we recommend displaying your planning page by resource, so you can assign employees to the same project simultaneously.

To begin, find your resource in the list, and click on the blue arrow icon to the right to display the projects they’re working on. Below the list of projects, you can click on the Add projects button.

A panel will appear on the right where you can see the list of available projects. You can use the search bar to filter the categories that appear, or by typing the name of the project you’re looking for, or used the advanced search feature to pick a time period.

Click on the name of the project(s) you want to assign to the employee, and complete the assignation by clicking Add. The projects will then appear in the list and you will be able to plan time on that project for the resource you chose.

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