Manage personnel window

Opens when you select Project info > Personnel management from the main menu. Select a person code to view detailed information about the person.

Create person button

Opens the Define new person window, which allows you to create a new person.

Delete person > Delete person

Turn on one or all (top of the column) of the check boxes to delete a person.

Delete person > Add roles

Allows you to add roles for a person. After you turn on a check box to select a person, select the Delete person > Add roles button. The Add roles window opens. Select the check box next to the role you want to add to the person and select Add.

Delete person > Remove roles

Allows you to remove roles for a person. After you turn on a check box to select a person, select the Delete person > Remove roles button. The Remove roles window opens. Select the check box next to the role you want to remove from the person and select Remove.

Delete person > Add skills

Allows you to add skills for a person. After you turn on a check box to select a person, select the Delete person > Add skills button. The Add skills window opens. Select the check box next to the skill you want to add to the person and select Add.

See the eB Director Help for details on how to add custom skills.

Delete person > Remove skills

Allows you to remove skills for a person. After you turn on a check box to select a person, select the Delete person > Remove skills button. The Remove skills window opens. Select the check box next to the skill you want to remove from the person and select Remove.

Show projects

You can see personnel from all projects (Show all) or you can choose to view personnel in specific projects. After making your selection, select Refresh list to see just the personnel from the project(s) you selected.

Search field

Use the search field to find a specific person.

Filter row

Allows you to filter each column.

Check box for multiple selection

The check boxes at the left end of the rows allow you to choose multiple personnel for selection. Turn on the check box at the top of the left column to select all the personnel displayed on the page.

Person code

Displays the unique identifier of the person. Select a person code to view detailed information about the person.

First name

Displays the person's first name.

Last name

Displays the person's last name.

Initials

Displays the person's initials.

Position

Displays the person's position.

Status

Displays the person's status. The status of a person can either be:

Active
Not Active (an example is someone who might be leaving the project but you want to leave their name on the list in case they need to return)

Plus (+) icon

Select to expand the row and view detailed information about the person.