A project is a job, site, or resource that requires personnel to be recruited or mobilised.
Here's an interactive tutorial
** Best experienced in Full Screen (click the icon in the top right corner before you begin) **
16 STEPS
1. The first step is to open MyPass and click Projects.
2. Click the + button to start adding a project.
3. Input the Project Code.
4. Input the Project Name.
5. Select an Asset for the project from the dropdown.
Assets are pre-added in Settings. Click here to learn how.
6. Select your Role Tracking Template.
Role Tracking Templates are pre-added in Settings. Click here to learn how.
7. Start Date
This is the Overall project start date.
8. End Date
This is the Overall project end date.
9. Click Next.
10. Project Contributors
Is an opt-in feature that, if enabled, you can select the admins that will be working on the project.
11. Select Next to save.
12. You can manage your recruitment/mobilisation/personnel onboarding through multiple stages in sourcing, selecting and deciding on personnel for a role. You can define your process here.
13. Click any of the recruitment process stages to toggle the buckets on or off.
14. Unfilled stage such as Shortisted will be hidden in the project roles.
15. Scroll down and click Save.
16. That's it. You've now created a project!