As an administrator, you can create and configure teams for adaptive people planning and can allocate teams for either agile or traditional work management. You can quickly search through your teams by the team name or ID. You can directly allocate work to your teams, based on your requirements. You can add resources to a team or search a specific resource of the team. You can update resource allocations for precise staffing and remove a resource from the team.
Project managers can allocate the pre-configured teams to project tasks. They can also populate cost plans based on team allocations or assignments. Users can enter time for a team.
For example, an administrator creates a team in the New User Experience. In Classic PPM, the administrator grants the Resource - Hard Book instance access right to a project coordinator for the new team resource. The project coordinator can now staff the team on the investments for which she has edit or view access.
Contact your administrator for the access rights that are required to use these features. See New User Experience: Team Access Rights in CA PPM Access Rights Reference.
Ian wants to allocate a specific requirement to a dedicated team. Ian has Team - View access right. Ian wants to view all the teams currently available for people planning and work allocation. Ian navigates to the Administration page and clicks Teams. Ian can view the list of teams, number of resources that are allocated to the team, who created the team or last modified it.
Ian can use the Search or filter bar to search teams using its name or id. Ian can filter teams based on team status. By default active team status is selected for the ACTIVE STATUS filter. Clear the filter to see list of active and inactive teams. Inactive teams are highlighted in gray, in your search results.
You can create a team of resources to assign to one or more projects. The resources and roles on the team can change; however, for business continuity, the team persists. Create agile scrum teams or focused teams by initiative or theme. For example, Architectural Review, UX, Ops, Security, and Bug-Fixers are all possible names for teams.
You can add the same resource to multiple teams.
Follow these steps:
After you create a team, Classic PPM shows the team on the Resource List page under the Home menu. The following business rules apply to teams:
For simplicity, the entire team is treated as a single labor resource with a read-only value in the Availability field. The application updates the value in this field with the current calculated availability of all the team members in the following cases:
When you add a resource to the team
When you remove a resource from the team
When you change the allocation % for a resource
Any changes to the team name, ID, or status attributes are synchronized with the resource record in Classic PPM. An administrator who can edit resources in Classic PPM can edit the properties of the team resource record. For example, enable time tracking or edit OBS unit associations and financial properties.
Since a team is a resource, you can select it for the Resource column in a cost and rate matrix. Set up the financial properties on the team resource profile and go into the matrix that has the Resource column configured and you can select the team resource.
You can add and remove the resources on each team. You can edit the team name or status.
Follow these steps:
To close the ADD panel, click X Close.
The Team page refreshes with the new resources.
You can remove one resource or role at a time. To remove resources or roles in bulk, use Classic PPM.
Note: You cannot edit the properties of the resources added to a team. However, you can remove a resource from a team or change their allocation percentage. Switch to Classic PPM to manage other resource properties.
To delete a team, select DELETE TEAM. The delete button appears when you have the required rights to delete a team.
Important: When you delete a team, it is completely removed from the system including access rights to the team granted to the licensed users.
You can delete a team only when the following conditions are true:
The following messages can appear when trying to delete a team:
Tip: If you are unable to delete a team, you can inactivate the team definition. An inactive team does not appear as an available resource.
You can edit the default allocation field and can help address bottlenecks. The following rules describe the default application behavior:
When you add a resource who is already on one or more other teams, the default allocation for the resource is set to 100 percent minus the other allocation percentages. For example, a resource is allocated 25 percent to two other teams. When you add the resource to a third team, their allocation is set to 50 percent. An icon appears next to the resource. You can select the icon to see the teams to which the resource is allocated and the allocation amounts.
The existing allocations for a team are only affected if you reset the Availability rate in classic PPM or adjust the individual investment allocations in the New User Experience.