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:
-
On the main toolbar, click
Finance & Administration
.
- 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.
- In the left pane of the Finance & Administration screen, click .
-
Highlight the job that you want to add a team template to and on the grid toolbar, click
Job settings
.
-
Click the Job Team tab and click
Add team template
.
- In the confirmation dialog box, click Yes.
Parent Topic: Job Team Tab