Personnel Management (Continued)

• Setting up new positions/job functions that are allowed to be assigned to personnel
• Defining duration hours (before, after, during) for those positions
• Defining billing rates/costs and G/L accounts for those positions
• Return back and assign the new positions/job functions to personnel

Task Management (Continued)

• Return to the previously created tasks and assign personnel positions

Personnel Management (Continued)

• Return to the Personnel Window and see the history list being updated
• Edit tasks assigned to the Personnel via the Tasks tab

Practice/Workshop Time

• Practice locating patrons
• Update the skill sets for your own personnel record and then other employees
• Start updating your tasks with Resources and personnel assignments

Employee Management

• Limiting the access to the new employees only to Facility Management & Personnel Windows
• Update security to only include personnel management, versus marketing information
• Excluding box office module, donation module, and other non-required modules
• Providing view only access versus insert, edit, or delete privileges
• Providing access to personnel to only print reports

Break Time

Project & Task (Continued)

• Create 2 new tasks in the future, not assigned to a project or personnel
• Create a new project
• Click on the tasks tab
• Take the tasks and drag it onto the list to associate it with a Project
• Back to the question: Project or Task; Chicken or Egg
• Adding new tasks within the Projects task list

Gantt Chart

• Sounds really technical doesn't it?
• Review the Gantt Chart window
• Changing of views
• Moving tasks within the Gantt Chart view
• Editing tasks via the Gantt Chart view
• Adding tasks via the Gantt Chart view
• Linking Tasks with dependencies/relationships
• Adding Suspensions to tasks
• Adding Split-Times to tasks

Data Exporting/Importing

• Review if there is any data to be imported (volunteers, positions, resources, projects, tasks, etc.)

Data Exporting (IT Department))

• Finalize export for Projects, Volunteers, Positions, Resources, Inventory, Personnel Activities, Billing Rates, etc.

Practice/Workshop Time

• Go play with what you have learned and keep updating your projects

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