Define Project Team

Explanation

Project access to others than the managers is defined via project teams. Register your different workgroups here. This is where the planning of project access starts, so think carefully through which teams that are necessary to create. The team members are employees with or without a Foundation User connected to them. A team may consist of as many members you like, even all employees in a company. This is easily achieved by using the wildcard symbol % as employee no, then you give access to all employees in the given company. 

Prerequisites

• The persons that need access to the project must exist as employees in a company (Company/Employees). If the person needs to report time and/or cost on the project activities, he/she needs to be registered as an employee in the same company as the one associated with the project (Project/General). Otherwise, it does not matter which company he/she exists as employee. 

System Effects

• You can now define access for your projects in Access Definition. The registered project teams are available from the List of Values button when defining access.
• If the Access to New Projects checkbox is marked, the team will automatically be granted access to all new projects that are created. When creating new projects, the system will automatically create a record in Access Definition for this team, with the wildcard symbol % in Sub Project ID. This gives all the persons that are member of the team access to the whole project. If there are certain sub projects the team should not have access to, you need to specify this manually by adding one or more exclude-rows in Access Definition. 
• The team members will automatically have access to the sub projects that this team is assigned to. If the company ID is the same as the project company, the team member will also have access to report time and/or cost on the project. 

Window

Project Team 

Related Window Descriptions

Project Team/Access Definition 
Project Team/Team Members

Procedure

Create a new team

1. Create a new record.
2. Enter a team ID and name.
3. If you want the team to have access to all new projects that are created, you can mark the Access to New Projects checkbox (see the System Effects section on this page for more information). 
4. Save

Define team members

1. Select the desired team ID.
2. Click the Team Members tab and create a new record.
3. Enter company ID, or use the List of Values to select one. If the team member needs access to report time and/or cost on the project activities, the company must be the same as the projects company (defined in Project/General)
4. Enter the employee number, or use the List button to select one. If you want all employees in the company to have access, enter the wildcard symbol % in the Employee No field.
5. If you want to create more team members, follow step 1-3.
6. Save

In the Access Definition tab you can give the selected team access to projects/sub projects. See Define Project Access for more information.