Teams

Teams are used to group specific employees in a team, department or division. Using teams provides flexibility when assigning employees to tasks as well as flexibility in reporting by being able to create summary time or costs reports at the team level.

Teams are displayed as an optional selection in employee profiles. As a result, any employee can be assigned to a team.

This topic describes how to add a team using the Project Assignments view.

Teams can be added in 2 ways:

OPTION A: Add a team and enter detailed information.

OPTION B: Quickly add a team by entering only the minimum amount of information.

Teams can also be added using the Teams Items List view.

Prerequisite:

Employees should first be established to be able to designate a manager for a team.

OPTION A: To add a team with detailed information:

Click the Project Assignments tab located in the Project Workspace view. The Project Workspace view is located in the Projects section of the side navigation bar.
Locate the Teams list pane (middle right) and verify that the Teams tab is selected.

Click the New (Details) button in the Team pane toolbar.

A team properties window opens.
Enter a unique team Name (up to 250 characters).
Click Done to automatically save the information and close the window or click New to save the information and create a new team.

OPTIONAL INSTRUCTIONS:
Select an employee from the Manager drop-down list. Assigning a manager to a team permits that person to manage and report on the team. The employee selected as manager must have a security level of Group Leader or above to view and report on this team. The list of employees displayed in the Manager drop-down list may be limited by your security setting. If required, select an alternate As of date. The As of date is used for information purposes only.
Enter a Description for the team (up to 250 characters).
Check the Hide box if you want to hide this team from the list of available teams when generating reports.
Check the Flag for archive box if you want to remove this team from the database the next time the Archive Database function is run.
Click Done to automatically save the information and close the window or click New to save the information and create a new team.

Note: An employee can only be assigned to one team, but may be switched at any time.

Tips:

You can add a new team by right clicking in the team list pane.
Additional tabs are available at the bottom of the team properties window to add Notes, Phone Numbers and Addresses.
You can add fields to track extra team information by using Custom fields .

OPTION B: To quickly add a team:

Click the Project Assignments tab located in the Project Workspace view. The Project Workspace view is located in the Projects section of the side navigation bar.
Locate the Teams list pane (middle right) and verify that the Teams tab is selected.

Click the New button in the team pane toolbar.
At the very bottom of the team list, an edit box is displayed. Enter a unique name for the team (up to 250 characters).
.

Press ENTER or click elsewhere to save the new team.

Note: Using this option (quick add) to add a team does not force the user to enter information in required custom fields.