Teams

Use Teams under Settings to setup and manage teams. In WorkBook, you can use teams to identify which set of resources you want to work on a particular job. You can add, duplicate, delete, merge, and update teams. You can also add and delete members from teams.

To use the Teams submodule, you must have access to Settings as defined in the User Access Rights submodule under Settings.

You can configure teams in Resources > Resource Information > Settings > Team Settings as well.

The submodule consists of the following tabs:

  • Team Matrix: On this tab you can add, duplicate, delete, merge, and update teams. You can also add and delete members from teams.
  • Team Basic Settings: On this tab you can identify the resource that you want to be responsible for each team. You can also add and delete members from selected teams.