Assigning Teams to Planning Elements

Note:  Process Managers with Manage Process rights can change the Team Leader assignment for any planning element they can access. The planning element's assigned Team Leader or a Process Manager with Manage Team rights can update members of the project team. The Planner user role is required to have access to Accolade Innovation Planning.

Assign project managers (team leader) and other team members who are part of the creation and delivery process for the project or initiative represented in a planning element. A planning element has two kinds of team members, each with different rights to edit information within the planning element.

• Project Managers/Team Leader - The Planner who creates the planning element becomes the project manager for the element and has rights to make all changes to the element, including editing all data and adding other team members. Only users with the Project Manager user role can be assigned as the project manager of a planning element.
• Team Members - Team members are users that are added to the project team. Team members can edit aspects of an element such as metric values. Team members added to the element are also added to the project. Only users with the Project Team Member user role can be assigned as team members of a project.

To assign a team leader or team members to a planning element:

1. From the Planning menu, select Planning Board.

2. Create a view or display an existing view.
3. Hover over the element and click to open the element for editing.

4. Open the Details tab.
5. In the Team Leader and/or Team Members fields, click to select the appropriate users.

To filter the list of users, enter one or more search criteria to filter by name, login name, email address, function, or extended field. More...

• Clicking Select current user will assign the role to the current user (if they have the appropriate rights).
• Selecting a Function in the drop-down will display available users that are assigned to the function. The current selection defaults to the function to which you are assigning a user, however depending on the project configuration, you can assign any user.
• Clicking the Show advanced filters check box displays or hides the additional filter options.
• Clicking Clear removes the current user assignment and displays [None] to indicate that no user is assigned.

Highlight the user name(s) in the Available Users window and click Select, or double-click each user's name to move them from the Available list to the Selected list.

6. Click Done to exit the dialog.

7. Click Done to apply your changes.

Notes:    If the Enforce Project Security for Add Team Member system parameter is set to 1, or the Enforce Project Security option is set for the project, only project team members who have access to the project through security definitions are available to add as members of the project team. You cannot add a project team member as an exception to their security rights. Innovation Planning and Roadmapping are optional Accolade components that you may not have access to. To implement these solutions, contact Sopheon Customer Support.