Page Comparison

Introduction

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The information about teams can also be displayed in the Gantt module by adding teams to the Column View.

Benefits of using teams

• monitor work across teams

• team capacity and workload information

• automatic assignment of a task to a team based on the assignee

How does it work

A team is created in a box - automatically, this is the primary box a team is assigned to. A team can be managed only in the primary box it is associated with. It is possible to assign a team to a different box (change the primary box).

A single team can be available in multiple BigPicture boxes. This is useful when the same teams work in multiple projects.

Users are assigned to teams - this creates a ‘membership’. Membership information specifies how much time a user dedicates to the team effort.

Assign tasks to a team

• Assign tasks to team

• Tasks can be automatically assigned to a team based on the assignee.

View teams

Gantt module

You can quickly assign tasks to a respective team by inline editing in a column view on Gantt module.

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Go to the Teams module to see the list of teams available in a box.

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Team attributes

Information	Description
Basic attributes Image Added	Identifying information name Arrow next to box name (inherited teams) code code color created in ID of the box the team has been created in members number of team members Inherited vs primary teams Each team must be managed in the primary box it is assigned to. Teams can be used in multiple boxes, but team information can’t be modified in secondary boxes. By default, the box in which a team has been created becomes its primary box. The primary box can be changed when you ‘assign existing team’ to a different box.
Details tab Image Added	Identifying team information: name code color
Members tab Image Added	Team members - the list contains current membership information of team members: name - functions as a link to the list of user memberships active membership availability skills If a team membership has a future date it doesn’t apply yet - resource is listed as having ‘no membership’. To see all memberships of a user, click on the resource name. Expand title example no membership vid.mov
Boxes involved tab Image Added	List of boxes the team is available in: name id status

Team management

Create new team

Assign existing team

Duplicate existing team

Edit

Team name, code, and code color can be modified in the Details tab of the Teams module.

Delete

Unassign

View team assignment

Team membership attributes

• a user can be a member of multiple teams at the same time - memberships can overlap

• a user can have multiple memberships in the same team - membership periods within a team cannot overlap

start date	Memberships are applied for a time period. Start date must be provided.
end date	Calculated automatically. When a new membership is added, the start date of a new assignment sets the end date of the previous workload plan assignment.
availibility	How much of resource capacity is dedicated to their work in the team. Note: it is possible to exceed 100% of user capacity (user assigned to multiple teams). Signified with an orange circle around the avatar. Image Added Expand title Example 100% capacity of a user = 8h User is assigned to 3 teams (availability 50% for each team). As a result, user is scheduled to contribute 4h a day to each team (12h total) which is 150% or their capacity.
skills	Skills assigned to a team member

Manage team memberships

Add

The Members tab shows currently applicable memberships.

If a team membership has a future date it doesn’t apply yet - resource is listed as having ‘no membership’. To see all memberships of a user, click on the resource name.

Edit

Changes cannot be made in a box that inherited a team. Go to the primary team box to edit team memberships.

Delete a single membership

Delete a user from a team (remove all memberships)

Assign tasks to teams

Resources module

Drag-and-drop

Use the drag-and-drop mechanism to position a task in a selected team swimlane.

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Task details pop-up

Click on a task to open the task details pop-up. Select a team from a drop-down.

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Create teams

What is a team?
How to create a team? Team attributes

• membership period

• members

• assignment

Allocating existing teams (re-use of teams)
Team capacity vs individual capacity
Find perfect match Assigning tasks to teams → You can quickly assign tasks to a respective team by inline editing in a column view on Gantt, Resources and Board modules. 

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Gantt module

You can quickly assign tasks to a respective team by inline editing in a column view in the Gantt module.

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Automatic

Tasks can be automatically assigned to a team.

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Trigger

Change of the task assignee.

Conditions

• The "Tasks assigned to an individual are auto-assigned to their team" functionality is enabled. 

• The task is in the scope of the box. 

• The assignee is in only one team in a box. 

• The assignee must be available in the team (has an active membership in a given task period).

• Recalculation of the team takes place only when the task assignee is changed in BigPicture or Jira.

Limitations

The automation is not run:

• If the assignee is in more than one team in a box.

• The task is in the sub-scope (sub-box such as Iteration) and the scope definition is different for each team (avoiding the endless loop of team assignment).

Recalculation is NOT triggered when:

• The team membership changes:

  • The assignee is moved to another team in the box.

  • The assignee is added to another team in the box.

  • The assignee is removed from another team in the box.

  • The assignee is removed from a team (to which the task is currently assigned).

• The task period changes (the assignee's membership is no longer in the task period). 

Deleted team

When a team is deleted from a box, the task is placed in the 'unknown' team swimlane.

Inherited teams

Inherited teams = teams that are available in a box they weren’t created in.

How to know if a team has been inherited

• Inherited teams have an arrow next to their name (teams module).

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Configuration - Box type settings

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