Project Management

Assign Members to the Project

There are key terms to know for managing users and resources for a project.

User Terminology
Classification	Description
User	Person that has an account to use the InEight cloud platform.
Member	Users that are assigned specific roles on a project. Members are also referred to as assigned users in some areas of the application. Examples of specific project roles include: Superintendent, Engineer, Foreman. NOTE: Being assigned a member with specific roles is necessary for access in other InEight applications, such as InEight Progress.
Operational Resource	The specific employee, equipment, and material used to build the work on the project and tracked in Plan and Progress. NOTE: Currently, you can only add employee and equipment operational resources to the project but not materials.
Employee	Employees are operational resources that are assigned to specific projects for cost tracking. For example: Darrel P. Lewis – Ironworker
Equipment	Equipment are operational resources that are assigned to specific projects for cost tracking. For example: Grove Crane RT880E, ID# 110002

Example 1: A Foreman is listed in the program as an operational resource, and he will be assigned as an employee on a project for tracking purposes. He will also need to be added as a user and assigned as a member on his project, so he can use InEight Progress.
Example 2: A carpenter apprentice is an operational resource that is assigned as an employee on a project. He will not be a user because he will not be using the InEight applications.
Example 3: The Area Manager will be a user with a role that allows access to all the projects in his area. He is not assigned as a member, because he doesn’t fill a specific role on a project.
Example 4: A Project Engineer will be a user assigned as a member to a project when working on a specific project.
Example 5: An Excavator Cat349 is an operational resource that is assigned as an equipment on a project.

You must be assigned as a member with the role of Superintendent, Engineer, or Foreman to use the Progress application.

Step by Step — Assign Users to a Project

From the Main menu, select a project from your favorites list, and then click Project home. The Project home page opens.
On the Assigned users tile, click the Add user icon. The Add members to project dialog box opens.
For Project role, select Engineer from the list.
Click the Add icon next to your name.
Click Add.
- Notice the total in the users block now is 1

Step by Step — View Members on a Project

On the Project home page Assigned users tile, click Manage users.
- The Assigned users page opens
Sort the Assigned Roles column in descending order.
- All the members that are assigned to the project will be at the top of the screen
- Note the Inherited Roles column. These are the people that are assigned to the organizational level, that have inherited roles on this project. They can access the project per their permission level, but they are not counted as members

Users

A User is assigned the same permissions as a member. The difference is that they are an outside source to the main organization. For example, a Designer is hired as a contractor and not as a full-time employee. To perform the task effectively, the contractor needs the same permissions as a regular employee.

Add Employees and Equipment to the Project

Along with members, you can add employees and equipment to the project, so they can be used by the InEight applications (e.g., Plan, Progress, Control).

Step by Step — Add Employees and Equipment on a Project

On the Project home landing page, click the Add icon on the Assigned employees tile.
Click the Add icon next to the following names to add them to the project (use the search bar to find the names if necessary):
- John Luke
- Joe Farley
Click Add.
- Notice the number total in the Assigned employees tile increased by two.
From the Project home landing page, click the Add icon in the Assigned equipment tile.
Click the Add icon next to the Grove-RT880E (ID# 110002) crane to add it to the project (use the search bar to find it if necessary):
Click Add.
- You will notice the total number in the Assigned equipment tile increased by one.

Custom Project Links

With the required permissions, you can add custom links to the Project home page Links tile for easy access to associated or needed content.

To add a custom link to the project, click the Add icon. This opens the Project settings Home Page tab, where links can be added or edited.

Documents

Documents are not stored centrally but instead they are stored at the project level. On the Project home page Supporting Documents tile, click the View icon to open Contracts page where you can see all the pertinent documents that have been linked to your project.

You can also access project documents from the left navigation menu and go to Contract > Contracts > Supporting Documents.

Along with entering a Title for your document, you can specify what document type you are uploading, for example:

Change Order
Contract Document
Design Document
Diagram
Other
Permit
Photo
Request for Information
Submittal Document
Transmittal Document

Project Activation

After you have configured the project and received approval from the administrator, the project will be placed into Active status.

Step by Step — Activate the Project

On the Projects tab, find your project and click anywhere in the row to highlight it.
Right-click on the row and a window appears.
Select Edit project.
Click the drop-down menu in the Status box and select Active.
Click Save.

Close the Project

After the project is complete and all information is finalized, the project can be closed and archived.

Step by Step — Close the Project

On the Projects tab, find your project and click anywhere in the row to highlight it.
Right-click on the project row and a menu shows.
Select Edit project.
Click the drop-down menu in the Status box, and then select Closed.
Click Save.