This article will explain the steps to create a team project or update your current project from a solo to a team project.
Solo Project:
For projects you're working on alone
Services have no "role" attached to them
Custom services created in solo mode will show no role, and if switched to team mode at a later date, the role will be listed as "Other."
No budget will be allocated to paying teammates
Your budget will be based on your own profitability
Team Project:
For projects you're working on with a team
Services have roles assigned to them
Group by phase or teammate
See how much you are paying your teammates and include that in your project budget
Access the Budget page, where you can Manage your team & your project
How to start your Team Project:
When creating a scope, the default will be automatically set to solo. If you want to create a team project, toggle on the “Include teammates on this project” option.
If you have an existing project that you want to change from a Solo to a Team Project, select the ellipses at the top of the page to toggle back and forth between solo/team.
You can learn more about how you can add teammates to your project in our detailed Help Center HERE.
Or check out our detailed video bellow:
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Still have questions? We're happy to help!
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