Use the Team tab to organize information about the team members and
firms who work on a
project.
Contents
The WBS level that you are viewing does not affect the layout of fields, but it can change the information displayed in certain fields. For example, on the Summary pane, the project number is the same regardless of the level that you are viewing, but contract start and end dates can be different at the project, phase, and task levels.
If you navigate to a different WBS level using the Project Structure dialog box, the data refreshes to reflect the database values for the selected level. When a field contains the same data at each level, you can edit that field only at the project level. For those fields that contain different data at each level, you can also edit the fields at the phase and task levels, if you have the proper security rights at the project level.
- Vendors and
employees can be assigned at any level of the WBS, but you can only assign
clients and
contacts at WBS1.
- If you assign a
vendor or
employee at lower WBS levels,
DPS automatically assigns that
vendor to any higher levels.
- If you delete a
vendor or an
employee at a lower level,
DPS does not delete that
vendor or
employee from a higher level. You must manually remove the
vendor or
employee.
- If you add a new
phase or
task,
DPS automatically assigns existing
firms and
employees on the team to the new
phase or
task.
- When you select a
Project Manager,
Principal, or
Supervisor on the Overview tab, that
employee is also added to the team with the corresponding role.
- You can change the role of a
Project Manager,
Principal, or
Supervisor on the Team tab, or remove the
employee from the Team tab, without affecting their role on the Overview tab.
Firms Grid
The
Firms grid displays information for each
client or
vendor
firm associated with the
project, by default the same information as shown in the
Firms Hub. The grid by default is sorted by
firm name.
To copy or delete a
firm, click
, and select the desired option.
Field | Description |
Name
|
This field displays the
firm's name. You can create a new
firm if the
firm you are looking up does not exist.
|
Type
|
Select the appropriate
firm type. For example, a
firm could be a
client for one
project and a
vendor for another
project.
|
Role
|
Click this field and use the drop-down list to select the
firm's role on the
project.
The
Client and
Vendor Role code tables define the available role options. Contact your system administrator for information about adding roles to these tables.
|
Role Description
|
This field displays a memo that provides more detail into this
firm's role on the
project. Use the text editor to enter and format the memo.
|
Location
|
Click this field and use the drop-down list to select the address description for the
firm.
|
Phone
|
This field displays the work phone number for the selected location.
|
Cost Amount
|
This field displays the total amount paid to each
vendor working on this
project team and is blank for rows that are not
vendors or
employees. This field is present only if you own the Resource Planning or Accounting applications. The total cost for all
vendors appears after the last row in the grid.
|
Team Members Grid
The Team Members grid displays the information for each
employee and
contact on the team, by default the same information as shown for the team member on the
Employees Hub or the
Contacts Hub. A team member must exist in either the
Employees Hub or
Contacts Hub before you can associate that team member with a
project. If a team member has multiple roles, there is a separate row in the grid for each role.
To copy or delete a
firm, click
, and select the desired option.
When you copy a row,
DPS copies the Role, Role Description, Start Date, End Date, and Hours, if Hours is an editable field (time or accounting are not owned).
Field | Description |
Name
|
This field displays the team member's preferred name if one exists, otherwise it displays the first name. You can lookup
contacts and
employees using the same control. The lookup provides the ability to create a new
contact. The lookup is limited to active qualified
contacts (not leads). The grid is by default sorted by the
contact full name. A
contact or
employee can be in the grid twice with different roles.
|
Type
|
For
employees, this field is read only and displays the
employee's associated type and shows the
employee card icon. For
Contacts, this field displays the same type as their
firm in the
Firms grid.
|
Role
|
Click this field and use the drop-down list to select the team member's role on the
project. You can assign the same role to multiple team members.
|
Role Description
|
This field displays a memo that provides more detail into this team member's role on the
project. Use the text editor to enter and format the memo.
|
Firm
|
This field displays this
contact's
firm and is read only.
|
Phone
|
This field displays this
contact's business phone or the
employee's work phone and is read only.
|
Hours
|
This field displays the number of hours the
employee worked, and is blank for
contacts. This field is read-only if the Accounting application or the Time and Expense Resource Planning application is enabled and is calculated from time sheets (job to date). In this case, you can click the field to run the Labor Detail report if you have permission. If you do not own the Accounting application, this field is an editable number field with no decimals.
|
Start Date
|
Select the date the team member started working on the
project in the associated role. Because team members can have one or more assigned roles on the same
project, there can be different start dates for each role.
|
End Date
|
Select the date the team member finished working on the
project in the associated role. Because team members can have one or more assigned roles on the same
project, there can be different end dates for each role.
|
Ajera Sync
|
This check box shows you are working on a database that has integration set up between
DPS and Deltek Ajera. Select this check box and
DPS synchronizes the contact with Ajera.
|
You can select up to five contacts to be synchronized with Ajera.
|