Create field crews

Step 1: Specify the crew leader

1. Go to Time & Expenses.
2. In the Employee and Labor Stats section, select the actions icon () in the Field Crew row.
3. Select Add Manually.
4. Select the Crew Leader.
5. Select Add & Next.

Step 2: Add workers

• If you do not want to add workers to the crew, select Skip.

• To add workers, do the following:

  1. Optionally, to show only employees that are not currently referenced in any crews, select the Not Referenced in Other Crews checkbox.
  2. Optionally, use the Search field to filter the list.
  3. Select one or more employees from the list.
  4. Select Add & Next.

Step 3: Add equipment

• If you do not want to add equipment items to the crew, select Skip.

• To add equipment items, do the following:

  1. Optionally, to show only equipment items that are not currently referenced in any crews, select the Not Referenced in Other Crews checkbox.
  2. Optionally, use the Search field to filter the list.
  3. Select one or more equipment items from the list.
  4. Select Add & Finish.