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
- Create a new record.
- Enter a team ID and name.
- 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).
- Save
Define team members
- Select the desired team ID.
- Click the Team Members tab and create a new record.
- 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)
- 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.
- If you want to create more team members, follow step 1-3.
- Save
In the
Access Definition tab you can give the selected team access to
projects/sub projects. See Define
Project Access for more information.