Add a specific team from a project and link it to a project

If you want to link a specific team to one project only, use the project properties to add this team.

To add a specific team and link it to a project:

  1. Go to: Projects / Project / Project.
  2. Open the project properties.
  3. Go to the tab: Team.
  4. Click on the action: Maintain.

    If a generic team is linked to the project and you want make that team a specific team, click on the Make specific action.

    Profit opens an entry lay-out for the new team. You see that the Specific to one project check box is selected.

  5. Complete the fields.

    Profit automatically enters the project number in Team and the project description in Description if the entry layout for Teams has the Copy header data for specific teams from project check box selected.

  6. Click on: Finish.

    Pro_Spefiek team toevoegen vanuit projec (20)

    Profit asks if you want to change the (internal or external) project manager for the project. Click on Process team changes.

  7. Go to the tab: Project management.
  8. Profit copies the data in Internal project manager and External project manager from the data of the team if you have entered it there.
  9. Check the data.
  10. Select the Only allow team members to enter actual costing check box if you want only team members to be allowed to post entries to this project.
  11. Click on: OK.

Directly to

  1. Teams
  2. Configure teams
  3. Add a generic team
  4. Link a generic team to a project
  5. Add a specific team from a project and link it to a project
  6. Use teams in a cost estimate
  7. entry layout of the cost estimate
  8. Use teams in the actual costing
  9. View and change a team
  10. Copy team members
  11. Replace a team member
  12. Import team members
  13. Teams in InSite
  14. Teams in OutSite