Project Team Templates

A project team can be manually attached to each project, which you can them restrict to allow access only to those team members. This function enables creating a team template to make the process of attaching your project team quicker. 

*Synergy Enterprise Feature* 

Getting Started

Setup required before use	Who can use it?	Where is it?
Create skills Assign skills to staff	Director Administrator System Administrator	Administration Tools > Project team templates

Create a new project team template

1. Click New.
2. Provide a name for the template.
3. Save.
4. On the lower half of the screen, select a staff from the list.
5. Select their skill from the list or search all skills.
6. Provide a note.
7. Save.
8. Continue with each staff that should be on this team.
9. Save and close.

Want to learn more?

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

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