Select Teams

While pursuing a project, you can use the Team tab of the Projects form to create a list of firms, employees, and external contacts that are associated with the project.

You can set up Vantagepoint to automatically add an employee to the Team tab when the employee enters hours to the project on their timesheet. Also, when primary clients or key pursuit or project employees are entered on the Overview tab of the Projects form, they are also added to the Team tab. If you add a new phase or task to your project, Vantagepoint automatically assigns existing firms and employees on the team to the new phase or task.