Team Summary

You can use the Team Summary tab to manage a resource team. A resource team is an arbitrary node in your organization's Resource Breakdown Structure (RBS). You can select a resource team to view and edit the resource team name and description. You can add resources and resource teams, delete resources, apply security to the resources in a resource team, move resources and resource teams within the Resource Breakdown Structure (RBS), and so on.

Adding a resource team

New resource teams can be added, into which new resources can be placed, creating a new resource team.

To add a resource team

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

Deleting a resource 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

Open the Resources module.
Select the Resource Pool tab.
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.
Click OK to confirm.

Moving a resource 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

Open the Resources module.
Select the Resource Pool tab.
Select a resource team.
Select a resource.
Click Move/Copy.
In the Move Resources dialog box, click a resource team into which the resource will move.
Click OK.

Viewing a resource team

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

To view a resource team

Open the Resources module.
Select the Resource Pool tab.
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.