View team assignment

Introduction

You can view team assignments in the Teams module and on the Resource details page.

Screen

Description

Screen

Description

Teams module

 

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).

Resource details page

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

 

 

 

 

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.

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.

 

In the Teams module:

  1. Click on a team and open the Details panel

  2. Go to the Membership tab

  3. Enter membership information:

    1. resource name

    2. start date

    3. availability

  4. Click the plus icon to add a memberhip

 

Edit

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

In the Teams module:

  1. Click on a team and open the Details panel

  2. Go to the Membership tab

  3. Click on a resource name

  4. Use inline-editing to make changes

 

Delete a single membership

  1. Click on a team and open the Details panel

  2. Go to the Membership tab

  3. Click on a resource name

  4. Click on the delete icon

  5. Click Remove to confirm

 

Delete a user from a team (remove all memberships)