How to manage Team resourcing (Beta)
Workflow
Before performing team resourcing, check that you have valid information in the projects you are scheduling:
- Person’s primary teams are set
- Assignments (correct performers name to be assigned as performers).
- Projects name or operational id of projects.
- Unique task name.
- Booking period length.
- All team members assigned as performers have valid calendars for the booking period.
Note: You can book in day, week or month view. Choose the one best suited for your company needs. Stick to that for the whole company (recommended). Support browser: Chrome
Week view Day view
Create a new booking and assign task to the active team members (performers)
- Go to Team resourcing > Select Teams.
- Click timeline straight to the team member you plan to assign to.
- Booking assignment form will be opened
- Select project from the project list box and Add a new Task Name in the Task field (Add other necessary information).
- Click Save.
Edit bookings
- Go to Team resourcing > Select Teams.
- Edit a booking by clicking on the existing booked event.
- After you have done the changes, click Save.
Delete booking
- Go to Team resourcing > Select Teams.
- Click on the existing booking stick to the calendar of the specific performer you want to delete.
- Click Delete.