The Administration workspace Team tab allows the user to manage the project's Resources (nominative and generic), as well as the Cost Items.
The main toolbar is located on the top of the view and aims at providing the most important project information and commands.
The display of the main toolbar differs depending on the tab currently selected and whether the project is locked or unlocked.
Here is the list of the buttons users can encounter in the Administration workspace:
 | New | Allows the user to create a new project. |
 | Publish | Publishes any changes to the current project, but only if the current project is the active Working version. |
 | Lock | Locks the project so that other users cannot modify it. Upon locking a project, the Undo and Redo commands become available. Note: This command is only available if the project is not yet locked by any user. |
 | Unlock | Unlocks a previously locked project. Note: This command is only available if the project has been locked by the logged-in user. |
 | Undo | Erases the previous change done, reverting the project to its previous state. Note: This command is only available if the project has been locked by the logged-in user. |
 | Redo | Reverses the action of the Undo command. Note: This command is only available if the project has been locked by the logged-in user. |
 | More | Provides access to the following commands:
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The Project Team sub-tab allows a Project Manager to manage his/her team, by adding and withdrawing Team Members depending on their origin. It makes it possible to review all the Team Members’ assignments and to indicate whether or not each Team Member is available.
When no Team Members have been defined yet, the empty state displays the Add my Team button. Upon clicking on it, all the resources belonging to the same Organization as the logged-in user will be added to the project team.
When the logged-in User belongs to a Parent Organization branch, he/she also will have the opportunity to add resources belonging to the corresponding children Organization branches.
The Filters popup provides the following filtering fields:
Organizations | Only the Team Members belonging to the selected Organization branches will be displayed in the list. |
Job Classifications | Only the Team Members whose Job Classification has been selected will be displayed in the list. |
Skills | Only the Team Members whose Skills have been selected will be displayed in the list. |
Resources | Only the selected Team Members will be displayed in the list. |
Team Origin | Only displays Team Members whose Origin has been selected. |
Show assigned Team Members only | When the switch is activated, only Team Members who have already been assigned are displayed in the list. |
The following additional display options are also provided:
 | Group By | Allows the user to group the Team Members by Organization, Job Classification, or Origin. |
 | Show Inactive | Allows the user to display or hide Team Members whose Status is inactive. |
 | Search | Allows the user to look for a specific resource. |
The Unavailable feature available in the Team view has nothing to do with the resource’s Status or Availability.
Each resource is represented by a card in the list, with the following information: Name, Organization, and Job Classification, Origin, Start Date, and End Date.
The Start and End dates are the first and the last dates for which the Resource Usable Effort is greater than 0 for the currently selected project. When a resource has been added manually to the Project Team, the Start Date and End Date fields will be indicated as “N/A”. These fields are not to be confused with the Start Date and End Date fields.
The Origin of Allocated, Committed, and Dedicated resources is displayed differently depending on the situation:
 | Indicates that the resource is “inactive” (the End Date is in the past). |
 | Indicates that the resource is “active” (the End Date is in the future). |
Upon clicking on the Resource’s name, the Resource Details dialog box is displayed.
The Resource card also provides the following tools:
 | Not assigned yet | The Team Member is not assigned to any task on the selected project. |
 | Outside Boundaries | Assignments outside boundaries (i.e., the resource has an assignment that falls within a time period for which he/she has no Usable Effort). |
 | Details | Opens the corresponding Resource Brief dialog box. |
The following commands are available for managing the Team:
 | Add Team Members | Allows the user to manually add a new Team Member. |
 | Add my Team | Adds all the resources belonging to the same Organization as the logged-in user. (This command is available if at least one resource from the logged-in user’s Organization is not part of the team). Note: When the logged-in User belongs to a Parent Organization branch, he/she also will have the opportunity to add resources belonging to the corresponding children Organization branches. |
 | Add Missing Resources | Allows the user to add all Dedicated, Allocated, or Committed (with a Request whose status is “PM Accepted”) Resources that are not part of the Project Team yet. |
 | Delete | Allows the user to withdraw a Team Member from the Project Team (only if the resource has no assignment yet). This command is only available if at least one deletable Team Member is selected from the list (i.e., the corresponding checkbox is ticked). |
 | Set Unavailable Date | Allows the user to indicate that a Dedicated Team Member is unavailable for the selected project. Upon clicking on this command, the user can select the date from which the Resource will be unavailable. |
 | Create a New Request | Allows the user to create a new request (depending on the Project Resources Origin):
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 | Clean up Project Team | Automatically updates the Team Member list to only take into account resources that are already assigned to the project. |
For projects that have been created before Sciforma 7.1e and/or that have still a Use Resources From field set to “Performing Organizations”, an empty state is displayed, containing the Initiate Project Team button.
Upon clicking on the Initiate Project Team button, the Use Resources From field (available in the Resource Management Advanced Attributes popup) will automatically be set to “Performing Resources”, and the resources that are already assigned to at least one Task of the project, as well as the resources identified individually in the Performing Organizations will automatically be added to the Project Team.
The Generic Resources sub-tab allows users to create, delete, and manage Generic Resources (i.e., create pre-defined resource profiles). Generic Resources facilitate the assignment process.
The Generic Resources sub-tab provides the following commands:
| New | Allows the user to create a new generic resource by adding a new row in the spreadsheet. Once the row has been added, the user can click on the Browse ( |
| Delete | Allows the user to delete the selected Generic Resource(s). This command is only available if at least one Generic Resource is displayed (i.e., the corresponding checkbox is ticked). Note: Deleting a generic resource does not delete the corresponding soft assignments. |
 | Insert from Template | Inserts generic resources from a Template in order to create template-based generic resources. |
| Auto-fill from Assignments | Creates generic resources based on the existing soft assignments in the project. |
The Match column of the spreadsheet indicates whether there is a Nominative Resource corresponding to the Generic Resource attributes:
 | Red | There is no matching resource. |
 | Green | There is one or several matching resources. In that case, upon clicking on the Dot, the list of matching resources is displayed. |
The Cost Items sub-tab allows the Project Manager to manage the list of all the Cost Items he/she can use for a specific project.
The Cost Item list is editable only if the Project Team feature is activated (in other words, if the Use Resource From field is set to “Performing Resources”). Otherwise, the sub-tab will provide the read-only list of the cost items belonging to the Performing Organization.
Each Cost Item is represented by a card, which provides the following attributes: Cost Item Name, Organization, and Category Name.
The following tools are available:
| New | Allows the user to add a new Cost Item. |
| Delete | Allows the user to withdraw a Cost Item from the assignable list (only the cost item has not been assigned yet). This command is only available if at least one deletable Cost Item is selected (i.e., the corresponding checkbox is ticked). |
| Alert | Indicates that the Cost Item has no assignment on the project. |