To view your proposed personnel, start by clicking on the Proposed bucket. This section shows all the personnel you’ve suggested for the project.

Click on the percentage values to check the qualification status of each person:

Green Check indicates they are compliant.

Red Check means the individual is non-compliant, and their qualifications will expire during the project based on the client’s matrix requirements.

Red X shows that qualifications are missing.

You can also toggle on the role tracking template by clicking the highlighted icon. This reveals any client comments and confirms whether the personnel has been approved.

Once your proposed personnel are approved by the client, they will move to the Confirmed bucket.

Click on the Confirmed bucket to view all personnel who have been officially approved for the project. To undo or delete a confirmed worker, go to Remove a Confirmed Worker (for Propose Workflows).

 For more information on Engagement Dates, go to Project Dates.

Updated 18 February 2025 08:03