Resources → Resource Options → Resource Teams

Resource Teams

A resource team is a group of resources who work together to complete a collection of assigned tasks. All members of a resource team are given the same role assignments as the resource team to which they belong.

Adding a team

New resource teams can be added, into which new resources can be placed, creating a new resource team. Use the New Resource Team dialog box to add a resource team.

To add a resource team
  1. Open the Resources module.
  2. Select the Resource Pool tab.
  3. In the navigation tree, under the location in which you want to add a resource team, right-click and select New Resource Team.
  4. In the New Resource Team dialog box, type the name of the new resource team and add a description.
  5. Click OK.

Deleting a team

A resource manager can delete a resource team from the resource pool. A resource team cannot be deleted if it contains resources.

To delete a resource team
  1. Open the Resources module.
  2. Select the Resource Pool tab.
  3. In the resources tree, right-click the resource team that you want to delete, and then click Delete. Only empty resource teams can be deleted.
  4. Click OK to confirm.

Moving a team

Open the Move Resources dialog box to move a resource or a resource team to a different location in the Resource Breakdown Structure (RBS).

To move a resource team
  1. Open the Resources module.
  2. Select the Resource Pool tab.
  3. Select a resource team.
  4. Select a resource.
  5. Click Move/Copy.
  6. In the Move Resources dialog box, click a resource team into which the resource will move.
  7. Click OK.

Viewing a team

A resource team can be viewed from the Team Summary tab.

To view a resource team
  1. Open the Resources module.
  2. Select the Resource Pool tab.
  3. Click a resource team to view a list of team members who belong to the resource team. The resource team's details appear in the lower pane.

Viewing team properties

You can view the properties of any resource team to which you have access.

When you create a resource team you can determine who has access to the resource team, and what they can do with the resource team and individual resources. Resource team security is defined on the Resource Team Properties page. To define resource team security for a resource team, security groups and/or users are assigned to specific security roles on the resource team. The security roles determine the permissions the members of a security group or individual users have for the resource team and its resources.

The Resource Team Properties page has two views, the simple view and the advanced view. When you open the Resource Team Properties page, the page defaults to the simple view. To open the advanced view, click the Advanced link on the page. To return to the simple view, click the Simple link in the advanced view.

There are two ways you can assign security groups and/or users to security roles on resource teams. You can assign security groups and/or users to security roles by individual group or user, or by security role. In the simple view, you can only assign security groups and/or users to security roles by group or user. In the advanced view you can assign by group, user, or security role.

It is best practice to assign most of your users to security roles on resource teams using security groups, instead of individually assigning each of your users to security roles on resource teams. Using groups simplifies the tracking and managing of security role permissions for users.

When you assign a user or security group to a security role on a resource team with child resource teams, the permissions assigned to the parent resource team cascade down to the resource team's child resource teams.

To view resource team properties
  1. Open the Resources module.
  2. Select the Resource Pool tab.
  3. Right-click the resource tree and select a resource team.
  4. The resource's properties will appear in the lower pane.

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