With a few simple clicks, you can now swiftly dispatch comprehensive work plans to your team member’s. This tool not only enhances transparency, but also ensures that everyone is aligned with their responsibilities. The member will receive both an email and a notification in the Mosaic Application.
Select the Send button at the top of the Member Menu Bar:
All the members you currently have selected in the Workload Space will be displayed as an option to send work plans to. You will also see the percentage of capacity utilized for that member in the selected time period.
Select desired members to send work plan to by using the checkbox, or click All to select all the members.
Click the caret next to the Member’s name to see the breakdown of work plans in different Projects during that time period.
Select the week to send by clicking the date on the top. A calendar modal will appear. Please note, work plans can only be sent for 1 week at a time.
Click Confirm once you’ve made all your selections.
You are also able to select members who will receive a copy of the Work Plans to their email. Select the X Person text and a drop-down list of members will appear. Once the applicable copy members have been selected, click Done. Click Send once you are ready to send.
The Member selected will receive a Mosaic notification and an email. Within the Mosaic notification, they can see a full breakdown of the work plans scheduled for them - as well as what percentage of their week that work will utilize.
For Members selected to get a copy of the work plans, they will receive a notification like the one above. However, for Members with the following permissions:
Work Planner > Can Edit > Projects they are a member of
Work Planner > Can Edit > Projects they are a Project Manager
The sent work plan notification will only view projects they have access to (either as a member or as a Project Manager). In contrast, Budget Managers and Admins can see all project information.
You can also quickly send individual members work plans as well. To do so;
Select the three dot menu next to the members name. Select the ‘Send Work Plan’ option.
The same options apply as above, but the specific member’s checkbox is populated.
