Configuring Teams (OBS)

Teams are used for grouping people based on a common function they perform. This is different from users belonging to a group, which is typically a department in an organization. Users in a team usually belong to different groups, but are involved in some common tasks as one team. The team feature facilitates the creation, tracking and assignment of groups of people based on the project they have been assigned to.

Configure System

Setup System-wide preferences, Security, User Defined Fields and Automation.

Configure Sites

Setup Currency, Holiday and Regional Settings.

Configure Business Units*

Setup Business Units and associate with Projects/Users

Configure Resource Types

Create a Resource Type and setup Overtime Policy as well as Leave Time.

Configure Groups

Setup Work Types, Leave Time, Business Unit Association and Approvers. Manage Members.

Configure Teams*

Setup Teams and Team Members.

Configure Titles*

Title Definition and Association of Skills.

Configure Roles*

Role Definition, Members and Forecast Rates.

Configure Users

Setup Users. Site and Group Association, Contact, Login Information & Security Profile, Holiday Set, Resource Type Association and Cost & Billing Rules.

Note: * Business Unit, Team, Title and Role Setup are optional.

For further details refer to: