Deltek Talent Management

Using the Help Search
Using the Help Search
  • Phrase:Returns all topics that contain the exact phrase in the search criteria. Use quotation marks around the phrase.
    Ex."system administration"
  • And:Returns all topics that contain all the words in the search criteria, in any combination. Insert a plus sign between all words in the search criteria.
    Ex.system + administration
  • Or:Returns all topics with any combination of words in the search criteria. This is the default.
    Ex.system administration
For more information:Searching Online Help

Contents of the My Project Teams Screen

Use the fields to review and manage details of your projects, and to perform actions such as starting and stopping a project and adding new team members.

Filter For Non-Administrators

You can filter the display of teams in the My Project Teams table. Click the Filter icon at the top of the screen to display a list of available filter parameters. Click the check box for each filter you want to use. Results display in the projects table. To remove the filter, click the link beneath Clear Filter.

For team leads, team owners, and regular users, fields can include:

Field Description
Keywords Enter a term to use to narrow projects that are displayed in the list.
Include Closed Projects Select to include closed projects in search results.

Filter for Administrators

For administrators, these search fields are available in addition to Keywords and Include Closed Projects.

Field Description
Show only Projects that I’m a Member of Select to narrow search results to only projects to which you are a member.
Team Lead Click Select Employees to search for employees for the project in your capacity as team lead. You can search by first name, last name, or the employee’s email address. In the search results table, click the Plus icon to select the employee. Click Confirm Selection to add the selected employees to the project team. The selected employee names display under the Team Lead title.
Team Owner Click Select Employees to search for employees for the project in your capacity as team owner. You can search by first name, last name, or the employee’s email address. In the search results table, click the Plus icon to select the employee. Click Confirm Selection to add the selected employees to the project team. The selected employee names display under the Team Owner title.

Columns

The My Project Teams screen displays the following columns:

Field Description
Project Name This is the name of the project on which the team is working (for example, Employee Appreciation Event).

Click the project name to display information about the project and its team members.

Project Code This is a read-only, sortable, column that transfers from Costpoint to DTM. This provides users with this additional information about a project when selecting projects before launching appraisals.
Description This is a description of the purpose of the project.
Team Owner This is the person with ultimate responsibility for the team.
Team Lead This is the employee who has been chosen to lead the team.
Duration This is the planned start date and end date of the project.
Members This is the number of members belonging to the team. Click the total to view a list of team members. Click on an employee’s name to view their Total Talent Profile, which lists the employee’s skills and competencies.
Status A project’s status can be Active (in progress), Pending or Closed (not yet started or already finished).

Start/Stop Project Action

The Start and Stop icons display in the second to last column on the My Project Teams screen. You can control the project’s duration using the Start and Stop icons.

Field Description
Start Project Click to start the project. This changes the project’s Status to Active.
End Project Click to end the project. When you end the project, if Skills and Competencies are defined for the project, the user ending the project can assign these metrics to team members. See “ Ending a Project and Assigning Skills and Competencies” below for more information. When you finish this evaluation, the project’s Status changes to Closed.

Actions

The following actions are available in the last column from the vertical dot menu.

Note:

The Edit, Add Project Team Members, and Delete actions display only for users with administrative privileges.

Field Description
Edit Click this icon to change the general information about the project team, including the name, description, team lead, and the skills and competencies that the team is expected to gain from participating in the project.
Add Project Team Members Click this icon to search for and add team members.
Email All Team Members Click this icon to open an email in your default email program, addressed to all team members.
Delete Click this icon to delete the entire project and team.