Employees Experience Tab

Use this tab in the Employees hub to add, view, and edit project experience for an employee.

Contents

Much of the information for Vantagepoint is entered and displayed in grids on various forms. For information about using grids, see Working with Grids.

If you have multiple companies in Vantagepoint, the following applies:

• The data that you enter on a tab applies to the company that the current record is associated with.
• The tabs and fields that display are based on the company that the current record is associated with. For example, if the employee is associated with four different companies but only one company has access to Payroll, the Payroll tab of the Employees form displays only when you are viewing that company's record.
• The values that are available in the individual fields and lookups are based on the company that the record is associated with. For example, only timesheet groups that are associated with the current company are available in the Group field on the Time & Expense tab of the Employees form.
• If the Automatically retrieve your record in Employee Hub/Employee Review checkbox is selected on the General tab of My Preferences, the employee record that automatically loads is for the home company that is associated with the current record. If the record is associated with multiple companies, the home company record displays first.

Project Grid

In this grid, add and view the projects that an employee is currently working on or has worked on. The projects must already exist in the Projects hub before you can make the association. After you add a project in this grid, the association is also added to the Team Members grid on the Teams tab in the Projects hub. Likewise, any associations that are made in the Projects hub for an employee are automatically added to this Projects grid in the Employees hub.

Click + Add Project below the grid to add a project to the grid.

Hover over or select a row and click at the end of the row to remove the project association.

Projects Grid Fields

Field	Description
Project	This column displays the project number. For a new association, use this field to search for and select the project. You can search by either project number or project name. Click the project number to display a tooltip containing selected project information. (If the row is in edit mode, you cannot display the tooltip. In that case, click anywhere outside the row to take it out of edit mode and then click the project number.) Click Open in Project View in the tooltip to view project planned labor hours on the Project View form, or click Open in Projects to display additional project information on the Projects form.
Name	This column displays the name of the project.
Primary Client	This column displays the project's primary client (a firm from the Firms hub).
Primary Contact	This column displays the contact for the primary client that is entered for the project on the Overview tab in the Projects hub.
Role	Select the employee's role on the project. A system administrator adds roles for this column on the Lists tab in Labels and Lists Settings.
Role Description	Enter additional information about the employee's role on this project.
Actual Hours	If you have the Time & Expense and Accounting modules, this column displays the total hours that are entered on the employee's timesheets for this project. If you do not have the Time & Expense application, you can enter the number of hours directly in this column.
Start	Enter the date that the employee started working on the project in the associated role. Because employees can have one or more assigned roles on the same project, there can be different start dates for each role.
End	Enter the date the employee finished working on the project in the associated role. Because employees can have one or more assigned roles on the same project, there can be different end dates for each role.
Stage	This column displays the project's stage in the pipeline, such as Pending or Awarded. This column only displays if the CRM, CRM Plus, or Resource Planning module is activated.
Status	The colored square in this column indicates the current status of the project: Green is active, gray is inactive, and dark blue is dormant.