Adding Saved Teams to Projects

As a Process Manager or a Project Manager assigned as the leader of the project, you may have a core group of people, or several core groups of people, that always work together on your projects, including Team Members, Gatekeepers, and Document Reviewers. Creating and adding a saved team saves time when creating projects whose team may contain all or the majority of the same people.

Note:  The Project Manager can manage team option must be selected for the assigned project manager to assign, remove, and replace project team members. If a project manager does not have Manage Team rights, or if a project manager is not assigned, a Process Manager (or Idea Manager for Idea Projects) with Manage Team rights can assign, remove, and replace project team members. See Assigning Project Managers to Projects for details.

You can load a team that you have saved, or one that is available within the access groups to which you have access. If you load a saved team to a project that already has a saved team, review the Loading Saved Teams to Projects That Already Have a Team section below.

Important! Adding a saved team only adds members of the team in various roles and functions. It does not add functions to a project, nor does it overwrite existing members of the project team.

To add a saved project team to a project:

1. Display a project and select the Team page to display the current team members assigned to the project.

If necessary, select Detail View.

You can configure each section in the Team page to filter what displays, for example by stage or by function, and select which columns to view within each section. Save your selections to display each time you display the page.

2. Expand the Manage Team panel and click Add Teams.
3. Select the saved team to load from the drop-down menu.

The drop-down menu displays only the saved teams to which you have access.

4. Click Add Saved Team.

Members of the saved team are added to the project.

5. Make team member adjustments as necessary.

6. Click Apply to save your changes.

Loading Saved Teams to Projects That Already Have a Team

If you load a saved team to a project that already has a team assigned, review the following about how members from the saved team are loaded:

• Team members from a saved team are only added to functions that have an available opening in the project. If a team member is already assigned to the function in the project, the team member from the saved team is added to the project, but with a function of [None].

For example, you have a partial team defined and the function of Quality Assurance already has a team member assigned to it. If the team you select to load to the project also has a team member assigned to Quality Assurance, the member from the saved team does not overwrite the Quality Assurance function.

• If a team member on the saved team is assigned to a function that does not exist in the project, that team member is added to the project with a function of [None]. Functions are not created when you load a team.

Notes:    Gatekeepers and workflow action owners are set automatically based on functions and assignment type. If a member of the saved team in one of these roles is assigned to a function not available in the project, they are not added when you load the saved team. If more than one gatekeeper or workflow action owner is part of the saved team, only the first of each is added when you load the saved team. If you do not have access to add gatekeepers or workflow action owners to a project team, those roles are not added when you load a saved team. Click in the Project Team heading to view and print a history of the changes made to the team members assigned to the project. Project team member changes are also available in Accolade online reports (Projects > Charts & Reports) or using the Accolade Office Extensions add-in. 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 team members who have access to the project through security definitions are added as part of a saved team. If these options are enabled, you cannot add a project team member as an exception to their security access.