Defining Project Teams—Exercises

Basic Data Setup

Company Employees

Purpose: The purpose of this exercise is to show you how to set up employees.

Windows:
Company/Employees

1. Query for your desired company, for example Company 10.
2. To add an employee, enter an employee number, and enter the desired person ID or select it from the List of Values. For example, you might add the person ID connected to your user as an employee of Company 10.
3. Save your changes. 

General exercise for Company Setup

Main Exercise

Purpose: The purpose of this exercise is to show you how to create a project team and define its team members.

Windows:
Project Team
Project Team//Team Members

Defining Project Teams

1. Open the Project Team window and create a new record.
2. Enter a team ID beginning with XX, substituting XX with your initials.
3. Enter a team name.
4. If your team needs access to all new projects, select the Access to New Projects check box.
5. Click the Team Members tab and create a new record.
6. Enter the company ID where the team member you want to add is employed or select it from the List of Values, e.g., Company 10.
7. Enter the employee number of the employee whom you want to include in your project team or select it from the List of Values. You can also enter the wildcard % if all employees of this company should be included in the project team.
8. If you want to add more team members, repeat steps 5–7.
9. Save your changes.