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A team from an upper-level box is assigned in a lower-level box → team is added as an inherited team to a lower-level box. The upper-level box is unaffected. A team from a lower-level box is assigned in an upper-level box → primary box of a team is changed. The upper-level box (where the action is performed) becomes the primary team box of a team. In the lower-level box (that used to be primary) the team still available, but is treated as inherited. |
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In the Teams module:
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unassign iconView team assignment
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Screen
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Description
Teams module
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List of all users assign to a team.
To edit team assignment, you must go to the box a team was created in (assigned to).
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Resource details page
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List of all memberships of a user - includes all teams from all the BigPicture boxes in the app (read-only).
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
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start date
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Memberships are applied for a time period. Start date must be provided.
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end date
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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.
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availibility
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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.
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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. |
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skills
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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.
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In the Teams module:
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Edit
Changes cannot be made in a box that inherited a team. Go to the primary team box to edit team memberships.
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In the Teams module:
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Delete a single membership
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Delete a user from a team (remove all memberships)
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In the Teams module:
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Assign tasks to teams
Resources module
Drag-and-drop
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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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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
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Inherited teams
Inherited teams = teams that are available in a box they weren’t created in.
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