PMO Accelerator Object Views › Team › Team List Views

Team List Views

To view a list of team members:

1. Open Home.
2. From the menu, click an investment type, such as Projects.
3. Open a project.

   The Properties page appears.

4. Click the Team tab.
5. Select Staff or Detail from the drop-down list.

   The Team Staff List Column view appears by default. From this view, you can do the following:

   Staff

   • Link to the properties page for the team member by clicking the Properties icon.
   • Link to the Find Resources page by clicking the Resource Finder icon.
   • Link to the properties page for the resource or role by clicking the name of the resource or role.
   • Link to the allocation page for the resource or role by clicking the Resource Allocation icon.
   • For projects and programs, view the Resource/Role, Project Role, Staff OBS Unit, Booking Status, Open for Time check box, Start, Finish, Average Allocation %, Allocation, Actuals, and ETC.
   • For other investments, view Resource/Role, Investment Role, Staff OBS Unit, Booking Status, Open for Time check box, Start, Finish, Average Allocation %, Allocation, Actuals, Incident Actuals, and Total Actuals.

   Detail

   • Link to the properties page for the team member by clicking the Properties icon.
   • Link to the Find Resources page by clicking the Resource Finder icon.
   • Link to the properties page for the resource or role by clicking the name of the resource or role.
   • Link to the allocation page for the resource or role by clicking the Resource Allocation icon.
   • For project and program, view Resource/Role, Project Role, Booking Status, Start, Finish, Allocation, Actuals, and ETC.
   • For other investments, view Resource/Role, Investment Role, Booking Status, Start, Finish, Allocation, and Actuals.
   • View a Time-Scaled Value showing Allocation by Period, displaying a six-month period, starting with the current month.

To view a list of allocations for resources or roles:

1. Open Home.
2. From the menu, click Resources.
3. Open a resource.

   The Properties page appears.

4. Click the Allocations tab.
5. Select Summary or Detail from the drop-down list.

   The Summary List Column view appears by default. From this view, you can do the following:

   Summary

   • Link to the properties page for the team member by clicking the Properties icon.
   • Link to the Find Resources page by clicking the Resource Finder icon.
   • Link to the properties page for the investment by clicking the name of the investment.
   • View the Investment, Investment Manager, Investment Role, Booking Status, Open for Time, Allocation Start, Allocation Finish, Average Allocation %, Allocation, Actuals, and ETC.

   Detail

   • Link to the properties page for the team member by clicking the Properties icon.
   • Link to the Find Resources page by clicking the Resource Finder icon.
   • Link to the properties page for the investment by clicking the name of the investment.
   • View the Investment, Investment Role, Booking Status, Allocation Start, Allocation Finish, Allocation, Actuals, and ETC.
   • View a Time-Scaled Value showing Allocation by Period, displaying a six-month period, starting with the current month.

To view a list of team members you can assign to tasks:

1. Open Home.
2. From the menu, click the investment type, such as Projects.
3. Open a project.

   The Properties page appears.

4. Click the Task tab.
5. Select a task.
6. Click the Assign button, followed by the Team button.

   Note: The Assignment Pool option must be set to Resource Pool.

   The List Column view appears by default. From this view, you can do the following:

   • Link to the properties page for the resource or role by clicking the name or ID of the resource or role.
   • View the Resource/Role, Resource/Role ID, Project Role, Staff OBS Unit, Booking Status, Start, Finish, Average Allocation %, and Allocation.