Teams

This feature is currently in the beta testing phase and is only available to a limited number of users.

KanBo licenses having this feature:

Free

Team

Professional

Business

Enterprise

Strategic

In this article:

Overview

Team is a collection of resources that is treated as a separate resource. We can allocate it in the same way as other resources. A team consists of a resource and a leader who is responsible for it. Team can be assigned planned roles and skills.

Similarly to other resources, we assign a organizational unit, location, and work schedule to the team. A unique option is availability. We can choose whether or not to consider the availability of the resources included in the team.

Creating teams

You need the Human/Physical Resource Manager role, and be the organizational unit manager to add leave time types to create a team.

To create a team:

  1. On the Sidebar, select Resource Management.
  2. Go to Basedata.
  3. From the menu on the left, select Teams.
  4. Select + Create new team.
  5. Enter the name and select color.
  6. Select the organizational unit. Keep in mind that a different set of resources is assigned to each organizational unit.
  7. Select the location and work schedule.
  8. Select the start date and the leader (mandatory fields).
  9. You can manage the availability of a team according to the percentage availability of its resources. Check Always available or specify when you want the team to stop being available.
  10. To add resources, in Resources tab, select + Add new resource.
  11. Add planned roles and skills.
  12. Confirm using the Create team button.

Editing teams

You need the Human/Physical Resource Manager role, and be the organizational unit manager to add leave time types to edit a team.

You cannot change the organizational unit once it has been assigned to the team.

To edit a team:

  1. On the Sidebar, select Resource Management.
  2. Go to Basedata.
  3. From the menu on the left, select Teams.
  4. On the selected team, go to Edit.
  5. Make changes.
  6. Confirm using the Save button.

Deleting teams

You need the Human/Physical Resource Manager role, and be the organizational unit manager to add leave time types to delete a team.

To delete a team:

  1. On the Sidebar, select Resource Management.
  2. Go to Basedata.
  3. From the menu on the left, select Teams.
  4. On the selected team, go to Delete.

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