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Designating a Lead Technician for a project

How to designate a Lead Technician for a project

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Written by Ashok P

If you have multiple technicians working on a project and want one to supervise and manage the other technicians' activities, you can do so.

To assign a Lead Technician:

1/ Go to the Project Details view of the project.

2/ Click the Resource Assigner button at the top left.

3/ Select a technician as a Lead from the "Lead" dropdown.

4/ If you want to assign a technician as a backup Lead Technician, select a technician from the "Backup" dropdown.

You should assign the Lead and Backup resources to the project before you can select them.

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