Project Teams

A project team is a grouping of users who are assigned to one or more created documents. A project team can be assigned as owners of a created document. Project teams are managed from the Administration > Users & Roles > Project Teams page.

Search teams

  • To search for a team, enter text into the search box at the top right of the grid, and click the Search Search icon icon or Enter.
  • To re-display all records in the grid, delete the entire entry in the box by clicking the X.

Filter the grid

Use the advanced filters to display specific records quickly on the grid.

  1. Hover over the column header until you see the Filter Filter icon icon appear.

  2. Click the Filter Filter icon icon to display the following dialog to set filtering parameters:

    • Text Columns: Select either Contains All, Contains Any, Matches Any, Matches Exactly, Starts with, Ends with, Is Empty, Is Not Empty, or Does Not Contain from the Operator dropdown menu. The Contains All, Contains Any, Does Not Contain, and Matches Any operators allows you to enter more than one value by pressing the Enter key after each value. The Starts with and Ends with operators allow you to enter a text value to find. The Is Empty and Is Not Empty operators do not require a value.
    • True/False Columns: Select either the Is True or Is False radio button.
    • Numeric Columns: Select either Equals, Greater than, Less than, Greater than or equal to, Less than or equal to, Not Equal to, Between, Matches Any, Is Empty, or Not Empty from the Operator dropdown menu. The Between operator shows two fields for the starting and ending values of the range you want to find. Is Empty and Not Empty operators do not require a value. All other operators require a single value.
    • Date Columns: Select either On, After, Before, Between, Is Empty, or Not Empty from the Operator dropdown menu. The Between operator shows two fields for the starting and ending dates of the range you want to find. Is Empty and Not Empty operators do not require a value. All other operators require a single value.
  3. Click Apply.

    4. Tip: To clear the filter, click the Clear Filter Clear filter icon icon in the header, and then click Clear. You can also click out of the filter dialog to close it.

Sort columns

  • To sort columns chronologically or alphabetically, click the column header name. The records will display in ascending order.
  • To switch from ascending to descending order, click the selected column header name again.

Select grid rows

  • Select your desired grid row(s) using the checkboxes or by clicking the rows and using CTRL+CLICK or SHIFT+CLICK to select multiple records.

Default v Compact column mode

You can switch between the default and compact column modes. Unless updated, the grid will remain in default mode. Compact mode shortens the height of the grid rows.

  • To switch between the modes, go to My Preferences within the header Profile menu and select the Default and/or Compact radio buttons.

Add a new project team

  1. Go to Administration > Users & Roles > Project Teams.
  2. Click Create Project Team.
  3. On the Details tab: 
    • Enter the Project Team Name and a Description.
    • (Optional) Select the Global checkbox, to allow users to view the project team on a project's General Properties screen.
  4. Click the Users tab to enable and/or disable users for a team.
    • To add users: select the Enabled checkbox next to each user or select the Enable All option from the More Options menu to enable all users.
    • To remove users: deselect the Enabled checkbox next to each user or select the Disable All option from the More Options menu to disable all users.

      • Tip: You can select multiple users by holding the Ctrl key while selecting users, or select a block by selecting one user, holding the Shift key and selecting another.

    • To filter users, hover over the column header and click the Filter Filter icon icon. The "Filter" dialog will appear. Set the filter parameters and click Apply:
      • Text Columns: Select either Contains All, Contains Any, Matches Any, Matches Exactly, Starts with, Ends with, Is Empty, Is Not Empty, or Does Not Contain from the Operator dropdown menu. The Contains All, Contains Any, Does Not Contain, and Matches Any operators allows you to enter more than one value by pressing the Enter key after each value. The Starts with and Ends with operators allow you to enter a text value to find. The Is Empty and Is Not Empty operators do not require a value.
      • True/False Columns: Select either the Is True or Is False radio button.
      • Numeric Columns: Select either Equals, Greater than, Less than, Greater than or equal to, Less than or equal to, Not Equal to, Between, Matches Any, Is Empty, or Not Empty from the Operator dropdown menu. The Between operator shows two fields for the starting and ending values of the range you want to find. Is Empty and Not Empty operators do not require a value. All other operators require a single value.
      • Date Columns: Select either On, After, Before, Between, Is Empty, or Not Empty from the Operator dropdown menu. The Between operator shows two fields for the starting and ending dates of the range you want to find. Is Empty and Not Empty operators do not require a value. All other operators require a single value.

      • Tip: To clear the filter, click the Clear Filter Clear filter icon icon in the header, and then click Clear. You can also click out of the filter dialog to close it.

    • To sort columns chronologically or alphabetically, click the column header name. Click the name again to switch from ascending to descending order.
    • To search for a user, enter text into the search box at the top right of the grid, and click or Enter.
    • Use the page scrolling controls (First page, Previous page, Next page, Last page) to move between pages of records in the grid.. Use the "Rows per page" dropdown menu to select the number of rows that you want to display on the grid.
    • You can show, hide, and order columns to display on the grid:
      • Click the Customize Columns Customize Columns icon icon in the top right corner of the grid to display the Columns dialog. The "Manage Columns" dialog will appear.
      • To filter the column list, enter text into the search box.
      • Select your desired column(s) using the checkboxes or by clicking the rows and using CTRL+CLICK or SHIFT+CLICK to select multiple records. Select the Select All option from the More Options menu to enable all the columns and use the Left Left arrow and Right Right arrow icons to move the columns between the Available and Selected columns to determine which columns will be displayed on the grid.

        • Note: Administrators can display the following columns in the Users grid: Locked Out, Last Name, First Name, Login Name, User ID, Partner Name, PA, PS, Last Activity, Salutation, MI, Title, Address 1, Address 2, City, State, Zip, Country, Phone, Fax, Email, Manager Name, Manager Email, Last Password Change, Next Password Change, Password Reset, Date Created, Region/Business Unit.

      • To determine grid order: drag and drop any Selected Columns, select specific column checkboxes and use the Move to Top or Move to Bottom options from the More Options menu, or select specific column checkboxes and use the Up Up arrow and Down Down arrow icons to order the columns.
      • Click Restore Default to return to the default settings.
      • Click Save to save the changes and close the dialog box or Cancel to close without saving changes.
  5. Click Create.

Edit a project team's properties

  1. Go to Administration > Users & Roles > Project Teams.
  2. Use one of the following methods to edit a team: 
    • Hover over the team you would like to edit and click the Edit Edit icon icon. The "Edit Project Team" page displays.
    • Select the checkbox of the desired team and click the Edit Edit icon icon at the top of the grid. The "Edit Project Team" page displays.
    • Double-click the row of the desired team. The "Edit Project Team" page displays.
  3. Edit the team's information, permissions, and users as applicable. See Add a new project team for more information.

Duplicate project teams

  1. Go to Administration > Users & Roles > Project Teams and use one of the following methods: 
    • To duplicate a single team: Hover over the team you would like to duplicate, click the More Options More Options menu menu, and select Duplicate.
    •  To duplicate multiple teams: Select the desired team checkboxes, click the More Options menu at the top of the page, and select Duplicate.
    • To duplicate all teams: Click the More Options menu at the top of the page, and select Duplicate.
  2. Edit the team info and roles as desired. See Add a new project team for more information.
  3. Click Create. Click Cancel to discard any changes.

Delete project teams

You can delete one or more items at the same time.

  • To delete a single team: Hover over the desired team, click the More Options More Options menu menu, and select Delete.
  • To delete multiple teams: Select the desired team checkboxes, click the More Options menu at the top of the page, and select Delete.
  • To delete all teams: Select the checkbox at the top of the grid column, click the More Options menu at the top of the page, and select Delete.