How to create the Project Team

Log in to the HTML5 client.

Select the Projects Center workspace and open the Project Card.

Select the Resources tab, Project Resources sub-tab.

Select the Project Team sub-tab.

To create the Project Team, you can:

1. Click on ADD MY TEAM button and select one of the following options:

   1. My Team Only

   2. My Team and sub-teams

2. Upon clicking on one of the options, a message will appear prompting you to select all the Resources attached to the same Organization branch as the one attached to the Manager 1, or to select all Resources attached to the same Organization branch (including sub-organizations) as the one attached to the Manager 1.

3. Click on the YES button.

4. Resources are added in the view.

You can also add some Team Members, by clicking on the Add Team Members () button.

1. Select the desired Organization branches in the Organization popup.

2. Click on the OK button.

3. The Organization popup switches to the Resource popup.

4. Select the desired Resources, and click on the OK button.

5. Resources are added in the form view.