The Folio Team screen allows you to define and manage the composition of the Team that works on the project.  It is accessible by clicking the Team tab in a Folio's main navigation bar. It lets you identify the individuals who are assigned to the project and capture their wages and allocation percentage over the course of its execution, as well as define yet to be filled positions. It serves as a Team dashboard to help in planning work assignments, to see who might currently be overloaded, and to retrieve all sorts of critical resource management information about capacities, efforts, work assignments, overheads, etc.

The Folio Team screen lets you perform a wide number of Team member operations such as Importing a Team, Adding a team member or Attaching files to a member.

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BROWSER BROWSER

Viewing the Team

The main part of the screen is the Team browser where all team members are listed and grouped by their titles or roles. It shows each team member's current wage and allocation percentage, as well as a graphical representation of their workload level. It also displays the overall current average wage of the team, and the average wage of each group of members with a given role. The Team browser also allows you to perform a number of operations on the team and its members and gives access to the Worklogs Inspector, a powerful tool to explore work logged by the members and populate the team.

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AVERAGE_WAGES AVERAGE_WAGES

Average wages

The current average wage is shown for the overall team and for each role, at the right of each group. These average wages are weighted averages of the current wage of active members (as determined by their current allocation ratio defined in their Wages table), where the weight is the allocation percentage. The active members are the members who have a valid wage at the present date. Unassigned positions are not taken into account when calculating average wages.

Here is an example average wage calculation:

Team members summary information

Team members are JIRA users who actively work and record hours on the Folio's issues (a.k.a the Folio Scope). Each team member row in the team browser shows the following information:

Status color bar

At the extreme left of each team member row is displayed a colored vertical bar indicating the status of the team member. The status bar can help identify potential problems.

The color of the bar gives an indication about the team position's status. The following table explains the signification of each color.

	Active member that has no particular problem detected.
	Member has no current wage and thus is not yet active.
	Member is overloaded.
	Unfulfilled position; an team position that as not yet beed assigned a JIRA user.
	Position is associated with a JIRA user who has been deleted.

Avatar

Image representing the team member, as defined in the associated JIRA user's profile.

Name

Full name of the member. Hovering the name brings up the standard JIRA user popup.

Effective date

Date on which the team member became active. It is determined by the effective date of the first member wage defined for this Folio.

Current wage

Actual wage of the member to date.

The overhead of a member reflects the difference between her capacity and the amount of work logged in the Folio. Worked hours lower than capacity result in an overhead. The overhead is computed by subtracting the number of hours worked by the resource to date from her capacity to date (as defined by her allocation in the Wages table) divided by the capacity to date.

Resource Load

A colored bar widget that shows the allocated hours and the available hours left. If the assigned hours exceed the capacity, then a proportional part of the bar is shown in red, indicating that the member is overloaded. Hover the bar to get the precise resource load in hours.

Inspecting Resource Load

Selecting multiple team members in the Team browser brings up a Resource load inspection panel on the right. The Resource load inspector brings you a lot of visual information on about the work load of the selected members and provides quick links to their current work assignments.

Inspecting Work Logs

Clicking on the Worklogs button brings up the Worklogs Inspector, a powerful tool to explore work logged by the members and populate the team.

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DETAILS DETAILS

Viewing a Team Member's Details

Clicking on a team member row in the Team browser brings up the team member details panel on the right-hand side of the screen, showing the detailed information of that member. The team member details panel is the member's control panel where many important pieces of information are maintained and displayed. It has an action menu (...) in the top right corner providing a list of possible operations of the selected Team member, such as Delete and Edit.

Resource load

The Resource load part of the Team member details panel shows information about the current resource's load, capacity and work assignments.

Description

A brief description of the member

Wages

Table where are maintained all the wages and allocation percentages of the member for the duration of the Folio.

Worked hours

Table where are maintained and/or shown all the worked hours by the member.

Attachments

Attachments associated to the member with optional comments.