Team Tab of the Projects Form

Use the Team tab on the Projects form to create and maintain lists of the firms, employees, and external contacts that are associated with the 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 the project level.
• If you assign a vendor or employee at lower WBS levels, Vantagepoint automatically assigns that vendor or employee to any higher levels.
• If you delete a vendor or an employee at a lower level, Vantagepoint 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, Vantagepoint 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

You enter and display most information in grids on various forms. For information about using grids, see Working with Grids.

In this grid, enter and view the client and vendor type firms that are associated with the project.

The client type firm that you enter in the following fields in the Projects hub is automatically added to the Firms grid:

• Primary Client on the Overview tab
• Billing Client on the Accounting tab and in the summary pane in Billing Terms (These fields are for the current billing client for the project. When you enter or change the billing client in the Billing Client field in either location, the field in the other location is automatically updated.)

Project's Current and Previous Billing Client

On the Accounting tab in the Projects hub or in the summary pane in Billing Terms for the project, you enter the billing client to be billed for the project. This is the current billing client for the project. This billing client and its information are automatically added to the Firms grid.

It is possible that the billing client for a project changes over the life of the project. In this scenario, you change the billing client on the Accounting tab in the Projects hub or in the summary pane in Billing Terms. The new billing client and its information are automatically added to the Firms grid. Both the current and previous billing clients are in the Firms grid.

The Firms grid automatically includes the current billing client and any previous billing clients for a project.

Firms Grid Fields

Field	Description
Name	Select a firm to associate with the project. You can create a new firm if the firm you are looking up does not already exist in the Firms hub.
Type	This field prefills with the firm type from the Firms hub for the firm you entered in the Name field in this grid. Select whether a firm is a client or vendor type of firm. For example, a firm could be a client for one project and a vendor for another project. After you make a selection in this field, an icon displays in the field to indicate the type: for Client for Vendor
Role	Select the firm's role on the project.
Role Description	Enter more detail about this firm's role on the project.
Team Status	Select the status of the team to which this team member belongs: Active or Proposed.
Billing Contact	This field displays when: You have a license for the Accounting or PSA module. It does not display if you have a license for only the CRM module or only the CRM module and Resource Planning modules. The project's charge type is Regular or Promotional. This field is enabled when you set the Type field to Client in this grid for a firm. Select the billing contact for the client-type firm. The contact that you select and save displays as a hyperlink. Click the hyperlink to display additional contact information and open the contact record in the Contacts hub. Drop-Down List Contents The drop-down list in this field displays only active contacts. If you have the Lead Qualification feature enabled, only qualified contacts display in the list. The contacts that you can select in the drop-down list are determined by the Allow selection of any contact for Primary, Billing, or Team Contact for Projects checkbox on the Record Access tab in Settings > Security > Roles: If the checkbox is not selected, the billing contacts in the drop-down list are limited to the contacts associated with the firm selected for the row. The contacts associated with the firm are entered on the Contacts tab in the Firms hub for the firm. If the checkbox is selected, the billing contacts in the drop-down list are all the active contacts entered in the Contacts hub and all the active qualified contacts in the Contacts hub, if you use the Lead Qualification feature. Work Breakdown Structure Levels You enter and edit the billing contact at the first work breakdown structure level (project level). The billing contact for WBS level 1 prefills for the billing contact at the lower WBS levels and is read-only at the lower levels. Editing the Billing Contact Field You can edit the Billing Contact field if the firm for the row is not the project's current billing client entered in the Billing Client field on the Accounting tab in the Projects hub or in the summary pane in Billing Terms for the project. The Billing Contact field is read-only for a project's current billing client. You change the billing contact for the current billing client on the Accounting tab in the Projects hub or in the summary pane in Billing Terms. Then it is automatically updated in the Billing Contact field in the Firms grid. Displaying the Billing Contact for a Previous Billing Client on Accounts Receivable Reports If a project has had multiple billing clients over the life of the project, a previous billing client has been automatically entered in the Firms grid. If a previous billing client has a billing contact entered in the Firms grid, then you can include the billing contact on AR reports for invoices that were posted with the project's previous billing client. To Display the Billing Contact for a Previous Billing Client on the AR Aged, AR Ledger, and Invoice Register Reports To display the billing contact for a previous billing client on these AR reports for invoices that were posted with the previous billing client, select either of the following options for the reports: On the report's Columns & Groups tab, group the report contents by selecting Billing Client Name, Billing Client Number, or Billing Client Type in the Grouping and Sorting section. On the report's Options tab, in the Display Options section, set Client Detail to Display to Contact and Telephone or Full Address. To Display the Billing Contact for a Previous Billing Client on AR Statements To display the billing contact for a previous billing client on an AR Statement for invoices that were posted with the previous billing client, select the following options for the reports: In the Detail Options section, set the Statement Type option to Project or Client. In the Display Options section, select one of the following in the Statement Addressee field: Name of Billing Contact, Name of Billing Contact/Client, or Name of Billing Client/Contact. Emailing AR Reports to the Billing Contact for a Previous Billing Client For all the reports mentioned above, you can send an email message with the report to the billing contact for a previous billing client when the report contains invoices posted to a previous billing client. To do this, the following apply: For all the reports: The billing contact for a previous billing client must be entered for the previous billing client in the Billing Contact field in the Firms grid. For the AR Aged, AR Ledger, Invoice Register, and Invoice Transaction Detail reports: You must sort these reports by billing client criteria or make a billing client selection for the report. For the AR Statement report: On the report's Options tab, you can select either Project or Client statement types. You can also select any option in the Statement Addressee field in the Display Options section of the report's Options tab, even the options that do not include the billing contact on the report. You can email the AR Statement to a billing contact without displaying the billing contact on the statement. If the Billing Contact field in the Firms grid for a previous billing client is blank or the previous billing client has been removed from the Firms grid, the AR report is emailed to the Vantagepoint user who submitted and emailed the report. To email a report to the previous billing contact for a billing client, click Other Actions > Email on the report form. Select email recipients based on the Billing Client project role and select the billing contact for a previous billing client.
Location Description	This column displays the entry in the Description field in the Addresses grid on the Overview tab in the Firms hub for the firm.
Location	This column displays the firm address.
Phone	This column displays the firm phone number.
Cost Amount	For a vendor firm, this column displays the total amount paid to that firm. This column is blank for firms that are not vendors.
	Click or hover over a row and click this icon at the end of the row to select one of these options: Make Primary: If the firm is the primary client for the project, click this option. This option is only available if the firm is designated as a client for the project in the Type column. Vantagepoint keeps this field in sync with the Primary Client field on the Overview tab. Remove: Click this option to remove the firm from the project team.
+ Add Firm	Click this link to add another firm to the team.

Team Members Grid

This grid displays your employees and external contacts that are involved with the project.

If you imported an opportunity from GovWin IQ to create a project, you have the option to also import contacts that are associated with that opportunity. If you do, those contacts automatically display in this grid for that project along with contacts that you add to the team yourself.

You enter and display most information in grids on various forms. For information about using grids, see Working with Grids.

Field	Description
Name	This field displays the team member's name. To add a team member, select the name in this field. A contact or employee can be in the grid more than once if they have multiple roles. If the lead qualification feature is enabled, a contact must be qualified before you can associate the contact with a project. If you want to add a contact that does not yet exist in Vantagepoint, you can click + New Contact at the bottom of the drop-down list and use the Contacts dialog box to add the contact. If you add a contact as a team member and that contact's firm is not yet listed in the Firms grid, it is added to that grid automatically.
Type	This column displays an icon to indicate the general type of role that the team member has for the project: Employee Client Vendor If you are not familiar with an icon, hover over it to display the type in a tooltip. If a contact team member should have a different type for the project, you can change it. If that type of role is not currently selected for the contact in the Contacts hub, you are asked if you want to update the contact record.
Role	Select the team member's role on the project. If a team member has multiple roles, add a separate row in the grid for each role.
Role Description	Enter more detail about the team member's role on the project. Use the text editor to enter and format the memo.
Team Status	Select the status of the team to which this team member belongs: Active or Proposed.
Firm	For a contact, this field displays the contact's firm.
Phone	This field displays this contact's business phone or the employee's work phone.
Hours	This field displays the number of hours that the employee worked (the field is blank for contacts). If the Accounting, Time and Expense, or Resource Planning application is enabled and the hours are calculated from timesheets (job to date), you cannot change the value in this field. Otherwise, you can enter hours directly in this field.
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 checkbox shows you are working on a database that has integration set up between Vantagepoint and Deltek Ajera. Select this checkbox for a contact to synchronizes the contact with Ajera.
	You can select up to twenty contacts to be synchronized with Ajera.
	Click or hover over a row and click this icon at the end of the row to select one of these options: Make Primary: If the team member is the primary contact for the project, click this option. If you have selected a primary client, this option is only available for contacts associated with that firm. If you have not selected a primary client and you make a contact the primary contact, the firm with which that contact is associated is made the primary client. If that firm is not yet listed in the Firms grid on the Team tab, it is automatically added to that grid. Vantagepoint keeps this field in sync with the Primary Client field on the Overview tab. Remove: Click this option to remove the employee or contact from the project team.
+ Add Team Member	Click this link to add another employee or contact to the team.