Defining teams

Teams are groups of people (task users), with common qualifications and skills, responsible for implementing the tasks.

A task can be assigned to a team and a project task user member of the team.

The project manager assigned and portfolio manager define teams in the project and associate task users in the teams. 

To define a new team in a project

1. Log in to the Portfolio Management application
2. Navigate to Workspaces > Projects.
3. To open a project on the Projects workspace, click the required project ID.
4. Go Teams tab and click 'New Team' bottom.

5. On the blade page Create Team, enter the values for the following fields: 

   Field Labels	Description
   Team Name	Enter the name of the new team.
   Members	Associate the task users with members of the new team. Click Associate. Select the task users members of the new team and click 'Select'.

6. Click Save.

To manage members of a team

1. Log in to the Portfolio Management application
2. Navigate to Workspaces > Projects.
3. To open a project on the Projects workspace, click the required project ID.
4. Go Teams tab, and select the team from which you want to add or delete members.
5. Click 'Manage Members'.
6. On the blade page Select Members.
   1. To add new members to the team: Click 'Associate' and select the new task users members and click 'Select'.
   2. To quit members: click 'X' of the task users to unrelate.
7. Click Save.

To copy a team from another project

1. Log in to the Portfolio Management application
2. Navigate to Workspaces > Projects.
3. To open a project on the Projects workspace, click the required project ID.
4. Go Teams tab
5. Click 'Copy Team'.
6. On the blade page Copy Team:
   1. Select the team that you want to copy into the project.
   2. Select the task users members that you want to copy into the new team in the project. 
7. Click Add.