Manage People in Your Project
Add project stakeholders and team members to your project, assign them custom roles, and give them access to the application. People can be assigned to specific organisations (companies) and their roles are used in project reporting and access control.
This guide is designed for construction professional.
Steps
Step 1: Navigate to People
From the Data section, click the People tab. This shows all individuals associated with your project including team members, stakeholders, consultants, and other project participants. You can see name, contact info, assigned roles, and organisation.
People are separate from Team Members. People are project stakeholders; Team Members are app users.
Step 2: View person details
Click on a person to open their detail panel. You can see: full name, contact information (email, phone), assigned organisation/company, project role(s), job title, department, and any notes about their involvement in the project.
Different from team members - these are project stakeholders who may not have app access.
Step 3: Add a new person
Click Add Member button. Select Create New from the top options. Enter basic information: first name, last name, email, and phone (optional). Select the company/organisation they work for. Enter their job title and department. These details help identify the person's role in your project's organisational structure.
Email is recommended for contact purposes and potential app access later.
Step 4: Add an existing person
Click Add Member button. Select Select Existing from the top options. Select the person you want to add from the dropdown. This will add the person to your project and you can assign roles to them.
You can add an existing person to your project and assign roles to them.
Step 5: Assign project roles
From the person detail panel, click Manage Permissions. Select one or more custom roles created in organisation settings. Examples: Project Manager, Site Manager, Structural Engineer, Quantity Surveyor, Health & Safety Officer, etc. A person can have multiple roles.
Roles are customisable by your organisation and define responsibilities.
Step 6: Grant application access
If the person should have access to the PlanOps application, click Grant App Access. They'll receive an invitation email and can create an account. Once they accept, they become a Team Member and can collaborate within the app.
Granting access converts them from a project stakeholder to an active app user.
Step 7: Assign to organisation
From the person detail panel, you can assign or change their organisation/company. Click organisation to select their company. A person can be assigned to one primary company, but their roles are used across all project reporting regardless of company affiliation.
organisation helps structure your project's teams and organisational charts.
Step 8: Use people in reports
When creating organisational charts, stakeholder reports, or team structure documents, the people and their assigned roles automatically populate the report. Use role filters to include specific team members (e.g., "All Engineers" or "All Safety Personnel").
Reports can filter by role, company, or custom criteria using people data.
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Last updated: 2025-12-08