A department is the way to add structure to the organization. Don’t confuse departments and roles. A department is grouping by purpose (Marketing, Product, Sales). Departments consist of employees with different roles (Manager, Team Lead, Developer, Designer).
Also, Metric.ai allows you to link employees and projects within a particular timeframe for the best flexibility. So you can reflect cases where a professional from one department might help in another department for a couple of months. For example, a developer from the product department spent two months on a website for the marketing department.
To manage departments, go to the Departments menu item:
Select a department from the list that has pagination and the search field. Or add a new one by clicking the +NEW DEPARTMENT button and provide a name.
You will see analytics for that department:
To connect projects or employees to the department, go to the Assignments tab.
Connecting projects to a department allows you to properly measure the business performance of each group.
Connecting employees to a department allows you to separate employees and team members according to reality.
Use the ADD+ button to add a data item (in projects or employees). Select the item name and specify the start and end date. Use the red cross to delete an item.
Don’t forget to save changes by clicking on the SAVE button.
If you make a mistake just reload the page without saving your edits to restore assignments to the previous state.
Assignments do not give rights to view and edit a group by default.
Use Access configuration in Settings.