When you are generating staff resumes for bid proposals, one of the most time-consuming aspects of this process is editing documents to include project experience that is relevant to the proposal.
Using the Project Role Selector will save you lots of time. You can simply select a checkbox to include it in a resume document, and reorder the roles to suit the proposal.
To discuss implementing this feature in your system, contact our Support Team or your Customer Success Manager.
Using the Project Role Selector to Customize Resume Documents
Once this feature has been enabled, you will have an additional option called 'Customize Selection' within the document generation menu.
Firstly, select an employee or create a selection of employees, then, from the pop-up choose from the templates you have in your system. You can filter on the publisher type (eg. Word, InDesign, Affinity), or choose from pre-selected 'Favorites' to make it easier.
Click 'Export' and then, from the following menu, select 'Continue' to progress with your selection of employees.
You will see this menu, which offers a number of tools for filtering and sorting Project Roles.
Hovering over the question mark icon will reveal a tooltip, outlining the different actions you can take.
Selecting Project Roles
To select a Project Role, click the checkmark next to the role. You can select or de-select all roles using the checkmark at the top of the list.
To view only your selected roles, click the 'Filter by: Selected' toggle switch.
Sorting and Reordering Project Roles
The Project Roles are listed in the order in which they will appear in the resume document. Roles can be sorted by any of the columns used in your builder.
Select the arrow icons next to the field name to sort the roles in either ascending or descending order. Alternatively, you can customize the order of roles by selecting the drag icon, and dragging them into position.
Filtering Project Roles
Use the Search Menu to filter roles. For example, you could enter the name of a Project to view only roles associated with that particular Project.
In addition to information stored against the Project Role, you can also filter by relevant Project Information, including Project Keywords and Custom Fields. Simply click the 'View Columns' button and select the options that you wish to include.
Cycling Between Selected Employees
When you are happy with the roles selected for an employee, use the arrow icons to cycle between your selected employees.
When you have completed your role selection, click 'Generate Documents' and the files will download to your PC.