Contents of the My Project Teams Screen
Use the fields to review and manage details of your projects, and to perform actions such as starting and stopping a project and adding new team members.
Filter For Non-Administrators
You can filter the display of teams in the My Project Teams table. Click
above the projects table to display a list of available filter parameters. Select the check box for each filter you want to use. Results display in the projects table. To remove the filter, click the
Clear Filter link.
For team leads, team owners, and regular users, fields can include:
| Field | Description |
|---|---|
| Keywords | Enter a term to use to narrow projects that are displayed in the list. |
| Include Closed Projects | Select to include closed projects in search results. |
Filter for Administrators
For administrators, these search fields are available in addition to Keywords and Include Closed Projects.
| Field | Description |
|---|---|
| Show only Projects that I’m a Member of | Select to narrow search results to only projects to which you are a member. |
| Team Lead | Click
|
| Team Owner | Click
|
Columns
The My Project Teams screen displays the following columns:
| Column | Description |
|---|---|
| Project Name | This is the name of the project on which the team is working (for example, Employee Appreciation Event).
Click the project name to display information about the project and its team members. |
| Project Code | This is a read-only, sortable column that transfers from Costpoint to DTM. This provides users with this additional information about a project when selecting projects before launching appraisals. |
| Description | This is a description of the purpose of the project. |
| Team Owner | This is the person with ultimate responsibility for the team. |
| Team Lead | This is the employee who has been chosen to lead the team. |
| Duration | This is the planned start date and end date of the project. |
| Members | This is the number of members belonging to the team. Click the total to view a list of team members. Click on an employee’s name to view their Total Talent Profile, which lists the employee’s skills and competencies. |
| Status | A project’s status can be
Active (in progress) or
Closed (not yet started or already finished). You control the Status setting using the
|
Start/Stop Project Action
The Start and Stop icons display in the second to last column on the My Project Teams screen. Use them to control the project’s duration.
| Button/Icon | Action | Description |
|---|---|---|
|
Start Project/End Project | Click
Click
|
Actions
The Actions column
drop-down list on the My Project Teams screen displays the following actions available for each project:
The Edit, Add Project Team Members, and Delete actions display only for users with administrative privileges.
| Button/Icon | Action | Description |
|---|---|---|
| Edit | Click this icon to change the general information about the project team, including the name, description, team lead, and the skills and competencies that the team is expected to gain from participating in the project. | |
| Add Project Team Members | Click this icon to search for and add team members. | |
| Email All Team Members | Click this icon to open an email in your default email program, addressed to all team members. | |
| Delete | Click this icon to delete the entire project and team. |