Add Team Templates to Jobs

Use the Job settings option under the Monthly WIP adjustments follow-up submodule to load the default team or the team template to a selected job and replace the resources in the assigned team.

To use the Monthly WIP Adjustments Follow-up submodule, you must have access to Finance & Administration as defined in the User Access Rights submodule under Settings.

To add a team template to a job:

1. On the main toolbar, click Finance & Administration .
2. If you have more than one company in your system, use the drop-down list above the left pane of the Finance & Administration screen to select the company to which you want to add job team templates.
3. In the left pane of the Finance & Administration screen, click Month-end > Monthly WIP adjustments follow-up.
4. Highlight the job that you want to add a team template to and on the grid toolbar, click Job settings .
5. Click the Job Team tab and click Add team template .
6. In the confirmation dialog box, click Yes.