Budget Modal - Member Management

View Project members

Clicking on the member icon opens the Manage Members modal, where project members, their roles, and rates can be managed. Alternatively, click the three-dot next to the project name and select Manage Members to access the same modal.

The numbers displayed (e.g., 7 / 3) indicate 7 Members and 3 Open Roles currently in the project.

Add Members and Open Roles

Mosaic allows members to be added to individual Phases and Work Categories, providing flexibility in team assignments. Spent Time and Planned Time are displayed at the Cost Rate, ensuring clear visibility into project profitability.

Each member is also assigned a Role, which is linked to a Bill Rate, or the hourly rate associated with the role.

Expand a Phase to view all members under the default Work Categories (No Work Category or Phase Subtotal). At the bottom, click + Member, then choose Add Members to add specific members or Add Open Roles to define unfilled positions for the Phase.

Select the Phase/Subphases/Work Categories to add to by clicking the + button. Click Done when finished.

Click Manage Phases to open Project Schedule Modal to edit Phases in this Project.

Select the Members/Open roles you want to add. Click Add.

Only members in the project can be added to the phase. Members will be automatically added to the project, if they are not in the project yet.

Member Rate and Role

By default, the project is using member rates to calculate project budgets. These rates are shown under the member's name and can be set in the organization settings by Admins.

Learn more on how to set default member rates

Project-Level Rate

You can modify the member's rate directly for this Project here.

1. Click on the three dots on the member. Click Edit Rate.

   
   

   This option is only available if your Project is using Member Rate as default member rates for the Project or the Phase if independent phase rates setting is turned on.
   

2. Click +Add Rate to select a new rate for the member.

   

3. Select a new rate.

   
   

   Click Edit Standard Rate to create new rates or edit existing rates' amount or description without going to the Org Settings.
   

4. Click Confirm to update the member's rate on the Project.

   

5. The rate will be added to the member starting today. If you want the rate to start at a different date, click on the start date to modify it.

   

Project Role

You can also modify the member's role for this Project.

1. Click three dots on the member and select Edit Role.

   

2. Select a new role. Search the role by name to find it.

   Click Manage Standard Roles to open a new page to Org Settings > Standards > Role.

   

   Only Admin has access to the Org Settings page.
   

3. The role of the member will update on the table. Repeat the same steps for Open Roles.