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Overview
The Project Team Members wizard helps you build your team for a selected group of projects.
Options
Below are field options for the Project Team Members Wizard pop-up.
Employees Tab
| • | Description - Allows you to select the employees that you would like to be on the team for the selected projects. |
| • | Check All - Checks the Apply box for all employees in the grid. |
| • | Apply - When checked, the member will be added to the team. |
| • | Status - Employee Status |
| • | Action - Action to be taken when the wizard is run. Options are Add/Modify and Remove |
| • | Default Job Title - What the Default Job Title will be for the employee after the wizard is run. More on Job Titles |
| • | Project Role - What the Project Role will be for the employee after the wizard is run. More on Project Roles
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Filters Tab
| • | Description - Allows you to filter the list of projects that you are creating teams for. |
| • | Apply members to all projects - Selecting this option applies the Employees selected from the Employees Tab to all Opportunity and Billable Projects |
| • | Apply members to projects by filter - Selecting this option applies the Employees selected from the Employees Tab to the list of projects created from the filters. Here is a list of the filters given: |
| o | Status - Allows you to filter by Project Status. Options are Active and Inactive. |
| o | Charge Type - Allows you to filter by Project Charge Type. Options are Billable and Opportunity. |
| o | Project Manager - Allows you to filter by a specific Project Manager. |
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