Teams Tab

Attach staff to the projects that you'd expect to have working on them. You can then restrict only those in the project team access to it. 

Getting Started

Setup required before use	Who can use it?	Where is it?
Skills Assign skills to staff Project team templates Security settings	Project Manager Director Administrator System Administrator	Projects > Team

*Synergy Enterprise Feature* 

Manually attach a project team

Project > Team

1. Select a staff member from the list.
2. Nominate the staff to a particular sub project or <All> sub projects.
3. Select a skill from the list - this is optional.
4. Save.
5. Repeat for each staff to appear in the project team.

Use a project team template

Project > Team

Templates make the process of attaching your project team much quicker.

1. Click the project team template button .
2. Tick to select one or more teams from the list.
3. The far column indicates how many staff are attached to the template - double click to reveal who has been attached to it.

This can also be done within the sub project itself.

Allow only project team members access to a project

Now that there is a project team, you could also change the setting on an individual project that will restrict all other staff access except for those on the project team. What will occur is all other staff but the project team will not be able to see the project in the list in searches, timesheets or reports. 

Complete the following steps

1. Within the project select Action.
2. Select Restrict access to only the project team members.
3. Repeat this process to remove the restriction.
4. This can also be done with the sub project itself.

Considerations when using Project teams and Multi Offices

• When a project is assigned an 'Office', if a staff member has not been attached to that office, they cannot be attached to the project as a team member.
• If a project team template is being attached to the project, similarly if the staff member is not attached to that office, they cannot be attached to the project.
• A user that has Project Manager access that is attached to only a Sub Project, is able to view all Project details - even though they are not listed as the Sub Project or Project Manager.

Want to learn more?

Looking for more help? Try reviewing the following Projects topics: View Topics

Or try the following Teams topics: View Topics

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