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 and then click the check box for each filter that 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 this option 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 this option to narrow search results to only those projects for which you are a member.

Team Lead

As team lead, click Select Employees to find employees to add to the project. You can search by first name, last name, or 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

As team owner, click Select Employees to find employees to add to the project. You can search by first name, last name, or 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 Talent Management. This provides additional information about a project to someone who is 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 was 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 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. Use these icons to control the project’s duration.

Field Description
Start Project Click this icon to start the project and change the project’s Status to Active.
End Project Click this icon to end the project. When you end the project, if Skills and Competencies are defined for the project, you can assign these metrics to team members. 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. 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 message in your default email program, addressed to all team members.
Delete Click this icon to delete the entire project and team.