Page Comparison

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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

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• team.

• Assign tasks to team

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

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Information	Description
Basic attributes	Identifying information name Arrow next to box name (inherited teams) code code color created Created in ID of the box the team has been created in membersMembers 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	Identifying team information: name Name codeCode colorColor
Members tab	Team members - the list contains current membership information of team members: name Name - functions as a link to the list of user memberships active Active membership availabilityAvailability skills 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	List of boxes the team is available in: nameName idID statusStatus

Team management

Create new team

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Expand
title Steps
Click the button at the top. Select Assign existing team from the drop-down menu. Select a team teams from the dropdown list. Use the search box to find teams faster. You can assign multiple teams at once. Click Assign ADD - assign team.mov . Image Added

Duplicate existing team

Expand
title Steps
Click the button at the top. Select Duplicate existing team from the listSelect a team. Select teams from the dropdown list. Use the search box to find teams faster. You can duplicate multiple teams at once. Click Duplicate ADD - duplicate team.mov . Image Added

Edit

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

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View 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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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.

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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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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