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. Any employee can be assigned to a team.

This topic describes how to add a team using the Project Assignments view. Teams can also be added using the Teams Items List view.

To add a team with detailed information:

Select Project Assignments from the menu (Menu > Views tab > Employees & Projects > Project Assignments).
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 save the information and close the window, or click New to save the information and create a new team.

OPTIONAL INSTRUCTIONS:
From the Limited Access field, select which managers or Access Groups can access this team. Only the selected managers (or members of the selected access groups) are permitted to view and report on this team.

Depending on which limited access operating mode is enabled, either a list of manager names or a hierarchical tree of access groups is displayed in the limited access drop-down list. See Notes that follow.

Check the managers (or access groups) who require access to this item. Click the "check all" icon to select all. Clicking the “unselect all” icon removes all check marks except for one manager (or one access group). This is to guarantee that at least one person can access the item.
Click anywhere outside the Limited Access window to close the list.

Notes:

If the Limited Access list displays user names then Manager-level limited access mode is likely enabled. Otherwise, Hierarchy-based limited access mode is likely enabled.
When an access group is checked, any parent access group is automatically checked.

Enter a Description for the team (up to 250 characters).
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 teams 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 .