Saving Project Teams

Projects require resources to complete them. 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. After you establish a team on a project, save that team so it is assignable to another project without having to redefine the team for each project. Saving a team not only saves the employees assigned to the team, but also saves their functions, assignments, and additional extended project edit rights.

You can save teams as private for use only on your projects, or you can make a saved team available to others based on access groups. To add a saved team to a project, see Adding Saved Teams to Projects.

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.

To save a project team:

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. Assign the team members according to their function, as necessary.
3. Expand the Manage Team panel and expand Add Teams.
4. Click Save Team for Other Projects.
5. Complete the following information about the team:

Field	Description
Display Name	Select a team from the list to modify an existing saved team, or select New Team and enter a new name for the team. The team name is the name that displays when selecting a saved team. Important! If you select an existing team, you are selecting to modify the information in the Save Team dialog box, and the members assigned to the team. When you click Apply, the team is saved with the team members listed for the team when you clicked Save Team for Other Projects, possibly overriding the original saved team. To make changes to a saved team without saving the changes on a particular project, create a blank project, load the team members, select Save Team for Other Projects, and make the modifications in the blank project.
System Name	Enter a unique, shorter name that identifies the team in queries, reporting views, Accolade Office Extensions, and field codes. The name must be unique among team names and can contain only letters (English alphabet), numbers, and the underscore.
Include	Select the categories of team members to save. For example, if you only want to save a team that consists of the Project Team members, select Project Team. The team is saved with only the members you have selected for those categories.
Availability	To make the saved team a private team that only you can use, click Private. Note that this does not change the resource availability in other parts of Accolade. To make the team available to others to use, select Shared With and then select the access groups to which the team is available. Only users assigned to the selected access groups can view and apply the saved team.

6. Click Apply to save your changes.

Notes:    You can only save teams to access groups to which you have access. You currently cannot delete a saved team. However, you can revise a saved team by creating a new project team and saving the team with the same name. The saved team is overwritten with the changes from the team with the new name.