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