Managers
Managers with project access.
- One Manager may be marked as the project’s primary lead.
- Lead designation identifies the main contact but does not replace the Manager role.
Who can use it
- Admin — view and manage assignments
- Manager — view only (read-only today)
- Supervisor / Employee — no Assignments page access
Why it matters
- Controls which projects appear in assigned workflows
- Scopes Manager, Supervisor, Employee, and Viewer access
- Does not create attendance, labor, or payroll by itself
Overview
Project Assignments controls who is connected to each project.
Assignments help Prospeno determine which projects appear in assigned workflows, which Managers can review project activity, which Supervisors can access project operations, which Employees belong to the field team, and which office users have read-only visibility.
- Assignments do not create attendance, labor, expense, or payroll records by themselves.
Main workflow
How Admins manage a project roster.
- 1
Find the project
Use Search projects… and status or staffing filters, then Apply.
More detail
- Status filters: All, Planning, Active, On Hold, Completed, Cancelled
- Staffing filters: All, Leadership needed, No field team, Fully staffed
- 2
Open the roster
Select Manage assignments to open the project assignment drawer.
Project cards show name, client, location, status, staffing condition, lead Manager, lead Supervisor, and labor count.
- 3
Add or remove people
Admins can Add inside an assignment group or Remove an active member.
More detail
- Add Project Manager, Supervisor, Labor Personnel, or Viewer
- Removing ends the active assignment and preserves history
- 4
Set a lead
Admins can Set lead for an assigned Manager or Supervisor.
Lead designation identifies the primary contact. It does not create attendance, labor, or financial records.
- 5
Review history
Ended assignments appear under Assignment history.
More detail
- Assigned date
- Ended date
- Previous role or group
- User identity
Assignment groups
The assignment drawer separates members into operational groups.
Supervisors
Supervisors with operational access to the assigned project.
- May receive access to project field records, attendance, team views, and related operational pages according to current role rules.
Labor Personnel
Employees assigned to the project field team.
- May appear in assigned project workflows and supported attendance selection.
Viewers
Office users with read-only project visibility.
- Available to Admins.
- Viewers do not receive project-management authority merely because they can view the project.
Role permissions
| Role | View Assignments | Add / remove | Set lead | Notes |
|---|---|---|---|---|
| Admin | Yes | Yes | Yes | Full roster management |
| Manager | Yes | No | No | Read-only in the current implementation |
| Supervisor | No | No | No | No Assignments page access |
| Employee | No | No | No | No Assignments page access |
Role
Admin
View Assignments
Yes
Add / remove
Yes
Set lead
Yes
Notes
Full roster management
Role
Manager
View Assignments
Yes
Add / remove
No
Set lead
No
Notes
Read-only in the current implementation
Role
Supervisor
View Assignments
No
Add / remove
No
Set lead
No
Notes
No Assignments page access
Role
Employee
View Assignments
No
Add / remove
No
Set lead
No
Notes
No Assignments page access
Permission matrix
Access implications
How assignments scope access
Assignments help scope project access and visibility without overriding company role restrictions.
- Managers see projects connected to their assignment and current role
- Supervisors see assigned project operations
- Employees see assigned projects in My Work and supported field workflows
- Project Viewers receive read-only access
- An Employee does not gain Admin or Manager access merely by being assigned to a project
Staffing status
Project cards may display staffing conditions as operational guidance.
| Status | Meaning | Operational effect |
|---|---|---|
| Leadership needed | Missing a lead Manager or Supervisor | Signals incomplete leadership coverage |
| No field team | No active Labor Personnel | Signals missing field-team assignments |
| Fully staffed | Expected leadership and field-team assignments are present | Does not guarantee attendance or work has already been recorded |
Status
Leadership needed
Meaning
Missing a lead Manager or Supervisor
Operational effect
Signals incomplete leadership coverage
Status
No field team
Meaning
No active Labor Personnel
Operational effect
Signals missing field-team assignments
Status
Fully staffed
Meaning
Expected leadership and field-team assignments are present
Operational effect
Does not guarantee attendance or work has already been recorded
Status table
How it affects project profit
Indirect effect only
Assignments affect project profit only indirectly. They help ensure labor and operational records are recorded against the correct project.
- The assignment itself does not add project cost
- Does not change contract value
- Does not create labor, payroll, expenses, or collections
Important limitations
- Only Admins can currently add or remove assignments.
- Managers can view assignments but cannot manage them in the current implementation.
- Supervisors and Employees do not have access to the Assignments page.
- Assignments do not create attendance, labor, expenses, or payroll records.
- Lead designation does not grant a new company role.
- Removing an assignment preserves historical project records.
- Mobile assignment behavior depends on the company check-in policy.
- Kiosk project selection uses separate kiosk settings.
- Project access still depends on the user’s company role.
Where to find help
Use the ? button in the web application for the current page guide, Getting Started, Module Guides, and Contact Support.
Related links
Jump to the module, marketplace, or broader help resources.