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

The Firms grid displays information for each client or vendor firm associated with the project.

Much of the information for Vantagepoint is entered and displayed in grids on various forms. For information about using grids, see Working with Grids.

Field	Description
Name	Select a firm that you want to associate with the project. 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	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.
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.

Much of the information for Vantagepoint is entered and displayed 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 check box shows you are working on a database that has integration set up between Vantagepoint and Deltek Ajera. Select this check box 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.