Contents:
|
|---|
...
|
|---|
You can define a Membership Period membership period for each team member using date pickers , as well as addand add, edit, or delete Membershipsmemberships.
Once you define a Membership Periodmembership period, skills available in that time frame are automatically added based on the skill's start/end dates set in the Resource manageron the Administration > Resources page.
| Info |
|---|
Team memberships have to must be edited where they were created. When Membership editing is disabled when a team is inherited (created in a different Box, box but also assigned to another Boxbox), membership editing is disabled. |
Add memberships
Start date
A membership entry must have a start date. This allows the app to include the member in calculations.
...
A start date must also be provided when adding a new team member.
...
The membership end date is calculated automatically when you add a new membership. The end date is set as New new membership start date - 1 day:
...
Edit memberships
You can edit a the start date of a membership entry using inline editing.
...
The end date is calculated automatically based on the next membership entry and can't be manually changed.
Limitations: you can't edit the value if the team was inherited. Changes have to be made in the box the team was created in.
...
Close memberships
| Note |
|---|
Deleting a team member from a team will result in them being completely removed. |
To WORKAROUND: Add a new membership period with 0% availability to end a membership period without losing data connected to their past assignment to a team, add a new membership period with 0% availability.
...
The end date of the previous membership is automatically filled in. The , and the new membership is marked as "Unavailable"Unavailable”.
...
Delete memberships
To delete a Membershipmembership, click the Delete button.
...
When you delete a membership, the End Date of the previous membership is automatically extended (the last membership doesn't have an end date).
...
Inherited teams are marked with an arrow next to the team name.
...
...