Overview


Everything in LaborChart revolves around Groups, so making sure that your Groups are structured in a way that best organizes your company is very important. You can edit your Grouping structure at a later date, but setting them up correctly from the beginning is key to an organized LaborChart platform. This article will walk you through some basics regarding Groups.


What can be a Group?


Groups can be used for a number of things that make the most sense to your company. Below are some examples:

  • Branch Offices - Kansas City Office, Denver Office, Seattle Office
  • Internal Divisions or Sectors - Healthcare, Industrial, Educational, Commercial
  • Trades - Carpenters, Tapers, Masons, Laborers
  • Local Unions (if working in multiple) - Local 335, Local 67
  • Project Managers - Jim Smith, Taylor Wilson, Brian Green


Every User will also see My Groups (located in the upper left corner of the page) which displays all Groups that they have access to.


groups


LaborChart lists Groups alphanumerically, so if order matters to your company, you may choose to add "a.", "b.", "c.", etc. in front of your Group Titles to control the order that the Groups are listed.

All People and Projects must be associated with at least one Group. LaborChart uses a "one or many" structure, so if any of these should belong in more than one Group, that is an option.

  • When a person is an Assignable Resource and belongs to more than one Group, that means the Resource can be shared across the multiple Groups
  • When a person is a User or Assignable User and belongs to more than one Group, that means they can sign in and see the People and Projects in the Groups that they have access to. Viewing information is still controlled by Permission Level.


Setting Groups


When you're adding new Users, you'll have to specify which Group(s) they should have access to. See below.


groups


When adding a new Project, you will also specify the Group(s) that it should be available to. See below.


project


Thank you for reading this support article. Please refer to the support library for regularly updated support documents.