Project team
Put people on a project, record what they are there for, and decide who sees the money and who may approve indents, approve DPRs and certify bills.
Being on the team is what gives someone access to a project at all. The same list also holds four switches per person — who sees the money, and who may approve on this job.
📷 Screenshot spot — the Team page of a project: the grid with Role on project, User, Financials, Indents, DPR and Certifies columns, and the Add someone panel below
Save as static/img/screenshots/projects-team.png and replace this box with 
Open the project and click Team in the dark header bar, next to Switch project.
Who can open a project
| Who | Which projects they can open |
|---|---|
| Company Admin | Every project in the company. They do not need to be on the team. |
| Everyone else — Project Manager, Accountant and every site role | Only the projects whose team they are on. |
A project you are not on does not appear in your list, and a link to it shows Project not found. Removing someone from the team closes the project to them at once.
Everyone on the team can see the team list. Only a Project Manager on the team or the Company Admin can change it.
Add someone
- In Add someone, enter the person's User id.
- Choose their Role on this project.
- Tick Sees financials on this project if they should see contract value, budget and margin here.
- Click Add to team. They can open the project straight away.
The User id field needs the person's internal user code, and no screen in the app shows that code. The team list also shows people by this code rather than by name. Until that changes, the dependable way to put a manager on a project is the Project manager field under Edit project on the Overview tab, which lists people by name. For anyone else, write to support@zaptiz.com with the person's email and the project.
Naming someone Project manager under Edit project adds them to the team as Project manager with Indents, DPR and Certifies ticked, and Financials too if you can see the money yourself. See Create and edit projects.
Roles on the project
The role on the project is a label — what the person is there for. It appears beside their name where people are picked, for example when assigning a safety action. What they can do still comes from their company role (see Roles and permissions).
| Role on project | Typical use |
|---|---|
| Project manager | Runs the job. |
| Site engineer | Executes the work, files DPRs. |
| QS | Measures and bills. |
| Store keeper | Runs the site store. |
| Safety officer | Safety on this site. |
| QA QC | Quality on this site. |
| Accounts | Billing, invoices and payments for this job. |
| Viewer | Needs to look, not act — a director, a planning engineer. |
The list shows these in capitals, for example SITE ENGINEER.
Decide who sees money and who approves
Each person has four ticks in the grid. A tick saves the moment you click it.
| Column | Tick means | Without the tick |
|---|---|---|
| Financials | Sees contract value, budget cost, margin and milestone billing on this project. | Project Managers and Accountants still see them through their role; everyone else sees Contract and budget figures are not shown for your role on this project. |
| Indents | May approve material requests on this project. | Project Managers can approve anyway. Use the tick to let, say, a Site Engineer or Store Keeper approve indents on this job only. |
| DPR | May approve daily progress reports on this project. | Project Managers can approve anyway. Use the tick for a senior Site Engineer you trust on this job. |
| Certifies | May certify RA bills on this project. | Nobody but the Company Admin can certify. |
To certify an RA bill a person needs a role that is allowed to certify — Project Manager — and the Certifies tick on this project. A Project Manager without the tick cannot certify here, and the tick does nothing for someone whose role cannot certify. Certification is what turns a claim into revenue, so it is granted job by job. The Company Admin can always certify.
You cannot give Financials to someone if you cannot see this project's money yourself. The app answers You cannot grant financial visibility you do not hold on this project.
Remove someone
- Click Remove at the end of their row.
- Answer Why is this person leaving the team? — a reason is required.
- They lose access to the project immediately.
Their DPRs, approvals and other records stay on the project under their name, and the reason is kept on the Timeline. If you add the same person again later, their old membership is reactivated with the role and ticks you choose.
Tips
- Add the store keeper, safety officer and QA/QC engineer as soon as the project is created — until they are on the team they cannot raise anything on it.
- Keep Certifies to the one or two people who actually sign bills with the client.
- Review the ticks when someone moves to another site; removing them from the team is cleaner than unticking.
Related
- Roles and permissions — what each company role can do.
- Users and roles — invite people into the company first.
- Material requests — where the Indents tick takes effect.
- RA bills — where the Certifies tick takes effect.