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User teams

Teams aim at grouping users which perform tasks together ; they may used to define what is done on a planning cell, similarly as for activities). 

As illustrated below, a team is defined with the following data :

  • a name and short name ;
  • optionally, an activity category to restrict team to only users belonging to that category ;
  • whether this team is visible in Activities/Teams menus ;
  • whether this team is accessible (i.e. can be assessed) to users that do not belong to it ;
  • a menu with users (that may only show a subset of users if the 'Category:' menu further up has been set to other than 'None'), each of them added by Image ic_add and removed by Image ic_delete. They may be 'selected by default' and one user is defined as leader ; those concepts are relevant in the Projects/Timesheets add-on when adding a Timesheet for a team.

Figure 7.121: Defining a team 'Report Writers'.
Image HRM_TEAM

After, teams' data (members, leaders, visibility...) can be viewed at a glance ; they can also be modified or deleted (provided they are not used in the planning yet) :

Image viewteams


next up previous
Next: Holiday use Up: Planning Administration Previous: HRM reports