Managing Staff Types

Modified on Thu, 19 Oct 2023 at 02:50 PM

Staff types are the types of staff that you can add into Projectal.  Examples of staff types are full time, freelance, part time, casual, intern and contractor.


You can see staff types used in Projectal on the following screens:

  • Staff screen
  • Staff Planner screen
  • Edit Staff screen


The Staff Type tab on the Lists screen is where you can add, edit, remove and reorder staff type values in Projectal.


Getting to the Staff Type tab on the Lists screen

  1. Go to the Management screen by clicking Management on the left sidebar.
  2. Click the Lists button to display the Lists screen.
  3. Click the Staff Type tab to view the staff type values.



Staff Type tab toolbar


The Staff Type tab toolbar has the following buttons:

  • Add - to add a new staff type value
  • Edit - to edit the selected staff type value
  • Delete - to delete the selected staff type values
  • Move Down - to move the selected staff type down in the list
  • Move Up - to move the selected staff type up in the list


Editing Staff Types


Double-click on a cell to edit a value for the staff type.


Select a cell and copy (Ctrl+C) and paste (Ctrl+V) the staff type value into another cell. 


Select a cell and press the DEL key to delete the value from the cell.


Tip: Setting the order of the values is useful since this is the order of the values that will displayed on screens across Projectal.  Typically, you may want the default or recommended value to be at the top of the list.  Or you may want the list to be ordered A-Z.


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