Configure teams
Configure the Teams functionality in order to create project teams and to record team members for projects.
Using teams, you can create the basis for online collaboration via InSite and OutSite. A team can consist of both internal employees and contacts of external organisations. This allows employees to collaborate and communicate with external contacts within one and the same team.
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Description
A team in Profit is flexible: it is up to you to decide if you create a team for one specific project or a generic team that can be used for multiple projects. The use of teams is not mandatory.
A team consists of team members. They can be both internal employees and contacts belonging to external organisations. Each team member has a role that you can configure as you see fit. In addition to this, you can also configure a workflow for projects with teams and assign workflow tasks to team members based on their team role in the team. In this way, you can custom tailor teams to your own project organisation.
Set the authorisation for the configuration. By default, AFAS provides three team roles. You can add team roles to these. You can also change the cost estimate entry layout so that you can add a specific team based on the cost estimate.
Procedure
- Authorise teams
Authorise the menus, actions and tabs for Team and Team role.
- Add a team role
A team role is the role that a team member has in the team. By default, AFAS provides three team roles: External project manager, Internal project manager and Team member. You can add and maintain team roles yourself.
- Set a cost estimate entry layout for teams
You modify the entry layout for recording the cost estimate, if you want to be able to create or update a team of the employees from the cost estimate.
- Configure the Teams entry layout for the header data of specific teams
You change the entry layout for teams if you want to set it so Profit automatically enters the project number for the team name and the description of the corresponding project for the description under new specific teams. This setting is handy if you do a lot of work with specific project teams.
- Configure workflow for teams
This allows you to configure a workflow for projects with teams and assign workflow tasks to team members based on their team role in the team. You configure this if you want a workflow to start as soon as a user in InSite and/or OutSite submits a new dossier item for a project. The dossier item will then appear as a task in the task list of the team member who has that team role in the project concerned.