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 or Work Category to view all Members. At the bottom of the list, click + Member, then choose either Add Members to select specific individuals, or Add Open Roles.
Select any Phases, Subphases, or Work Categories where the Members or Open Roles should be added by clicking the corresponding checkboxes. Use the search bar to quickly locate specific Phases, Subphases, or Work Categories.
Click Manage Phases to open the Project Schedule modal, where Phases within the Project can be reviewed or edited.
Once selections are confirmed, click Add at the top to proceed.
Select the Members or Open Roles to be added. Each Member’s default Role and Rate will be displayed beneath their name. Use the search bar to quickly locate specific Members or Open Roles.
Once finalized, click Done to confirm.
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.
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.
Click +Add Rate to select a new rate for the member.
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.
Click Confirm to update the member's rate on the Project.
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.
Click three dots on the member and select Edit Role.
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.
The role of the member will update on the table. Repeat the same steps for Open Roles.
Remove Member from Phases/Work Categories
Locate the Member to remove, click three dots on the member and select Remove Member. Select the options from menu.
Click Remove from the confirmation modal.
Member will be removed or archived if the Member has spent time.
