Teams

Use Teams in the Employee Settings submodule in the Settings module to set up 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 Teams in the Employee Settings submodule, you must have access to Settings as defined in User Access Rights submodule Settings.

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

Teams provides the following tabs:

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