Team Builder dialog box
The Team Builder dialog box allows project managers to quickly build project teams by allowing them to make multiple resource assignments at the same time. Entries made in the Team Builder dialog box appear in the Team tab data grid.
Phases
This section lists all available phases for the project. Project managers select the phase or phases for which they need to create team assignments.
If a phase has not been assigned a start and end date on the Schedule tab, (No Schedule) appears next to the name of the phase.
Select
Fill in the checkbox for the phase or phases to create team assignments for. Select multiple phases to create assignments for them simultaneously. For example, to add a project manager assignment for multiple phases, select all phases that require a project manager, then select the project manager role in the Roles and People section to create a project manager assignment for all selected phases.
Phase
The project phases. The values in this list are imported from the accounting system and cannot be modified.
Additional columns
The field chooser contains additional columns which may be added to the grid. For the Phases grid there is one extra column:
Roles and People
Select
Fill in the checkbox for the team role or roles to create team assignments for. Select multiple roles to create assignments for them simultaneously. For example, to add a project manager, a lead design and a project engineer assignment for the selected phase or phases, fill in the checkbox for those roles. An assignment for each of those roles will be created for each selected phase.
Team Role
The team roles available for the project. Available team roles come form the company's configuration of Project Analyzer.
Employee (Optional)
List of employees available for team assignments. Project managers have the option of selecting a named resource for the assignment from this drop-down list. If a named resource is not selected, the assignment is created using the Team Role only. Named resources can be selected at a later time.
To filter the list of available employees by Team Role, select By Team Role as the Employee Filter option in the Team section of the ribbon bar Team tab before selecting Team Builder. The list of available employees for any role will then be limited to those who have the role assigned as their default team role.
A Default Team Role can be selected for employees on the Employees tab in System Configuration.
Hours
The number of hours assigned per unit of time for the assignment, as defined in the Per column.
Per
The unit of time selected for the specific team assignment. Options include:
Additional columns
The field chooser contains additional columns which may be added to the grid. For the Roles and People grid the following columns are available:
Options
When Team Builder is used on a project that has existing assignments, the potential arises for duplicate records. A record is identified as a duplicate when it has the same team role assigned in the same phase as an existing record.
The Employe name value is not taken into account when identifying duplicate assignments.
Duplicates
The Duplicates drop-down list offers the following options for managing duplicate assignments:
Duplicate records can also be deleted or modified on the Team tab at a later time.
Status
Displays the number of assignments created. For example, if two phases and three team roles are selected, the status indicates that 6 assignments were created.
Clear Selections
Clears all selections in the Phases and Roles and People grids, making it easier to create multiple team assignments.
Apply
Click Apply to create the team assignments as selected in the Phases and Roles and People grids. The Status updates after the assignments are created. The Team tab data grid is populated with a row for each assignment created.
To access this dialog box
Click Team Builder in the Team section of the ribbon bar Team tab.
Related topics
Create the Project Team Using the Team Builder