Assigning people to projects
Maintain the active project roster, assignment dates and project-specific wage rates.
An assignment says who is working here
Assignments connect users, contractors or labourers to a project and optionally a stage. They support rosters, responsibility and related workflows such as attendance prefill. An assignment is not a substitute for role permissions. First create an active person or contractor record, then open the project’s Workforce tab.
Step-by-step walkthrough
- 01
Open the project workforce area
Choose whether you are assigning a user, contractor or labourer, and select an active record.
- 02
Set dates, stage and applicable rate
Enter the assignment period and any stage or role details offered. Check rate overrides carefully because date-effective labourer assignments can affect payroll.
- 03
Review conflicts and save
Resolve overlapping assignments flagged by the form. After saving, check the workforce list and make changes through the assignment controls when the person’s work changes.
Choose the appropriate assignment method
For one person, choose the assignee type and record, role on the project, start date and optional end date or stage, then save. Use bulk assignment when several people share the same arrangement. Where offered, assign from an agreement to link the workforce to that contract; selected labourers must be active and belong to its contractor, and the agreement must belong to this project.
Use rate overrides only for an agreed difference
A daily-rate override is specific to the assignment. Payroll uses the applicable assignment rate for the attendance date, falling back to the labourer’s daily rate when there is no override. For example, a mason’s normal rate may be PKR 2,000 but a particular project may agree PKR 2,200. Do not change dates or rates casually after wages have been reviewed; explain and reconcile the impact.
Release people when the assignment ends
Review assignments regularly. The end date cannot precede the start date, and overlapping assignments for the same person on the same project are rejected. Release the existing assignment with the correct date before creating the next arrangement. If someone is absent from a roster, check active status, assignee type and date range before adding another record. Historical assignments remain useful for explaining past wages.