Linking crew and roles

The timeline is most useful when it knows who works what. Linking connects a timeline stream to the crew roles that work on it. Once linked, CrewGrid can build each person's schedule straight from the timeline when you create or re-seed their booking.

This page assumes you've set up crews and roles in Contacts — see Crews and roles.

How linking works

You link a stream (say, "Camera Dept") to the roles that work it (say, "1st AC" and "2nd AC"). Open the stream's ⋮ menu and choose Link Crews / Roles. From then on, the times of the items on that stream define those roles' working days. When you build a booking for one of those roles from the timeline, it inherits that schedule.

📷 Screenshot: /images/docs/timeline/link-crew-roles.png The dialog for linking a stream to crew roles. Alt: A dialog connecting a timeline stream to one or more crew roles.

Why it matters

Linking is what lets a single change to the plan reach the right people — but, true to CrewGrid's design, only when you push it. If you move a camera stream's items to different days, the linked roles' schedules would change — and CrewGrid flags the affected bookings as out of sync (and the budget shows drift) so you can re-seed them when you're ready. Nothing changes on the crew's side until you do. See How scheduling works.

If you change which roles a stream is linked to, CrewGrid works out the new schedules and flags the affected bookings the same way — there's no separate step to worry about.

Where to go next

• Crews and roles — set up the roles to link.
• Sending a booking request — build a booking from the timeline.
• Re-seeding bookings — push a changed plan to a booking.
• Propagating changes — push to everything at once.