This is the documentation for an older version of Folio and has been moved to the Tempo instance.
Please view the Folio Category in the Tempo Products Wiki Categories for all versions of Folio's Documentation.

Team Member Operations

Owned by JeanH (Deactivated)
Last updated: Jul 14, 2013Version comment
3 min read

Import a Team

To import a team from another portfolio, click on the "Import Team" button in the upper right corner of the team browser or hit the "i" (as for import) shortcut key.

It will import all the team members of the selected portfolio with their wages.
By default the worked hours and attachments are not imported but can be if the options are checked.

 

Are not imported

  • Members already in the destination Team.
  • Unfulfilled positions (Unassigned members)

Only the teams of the portfolios that the user performing the import can view, can be imported. See portfolio visibility

Add a Team Member

To add a team member, either click the "Create Member" button in the upper right corner of the team browser or hit the "a" (as for add) shortcut key.

 

Required Parameters 
Team Member
  • A JIRA user
  • Unassigned (or unfulfilled position)
    Will act as a placeholder. Does not intervene in the average wage computation of the team and will only be used in the forecast as a future known cost.
Title (or Role)The title or role of the member within the team.
Maximum of 255 characters
Effective DateThe date on which the member starts or started working on the portfolio's scope
WageWage of the member at the effective date
AvailabilityThe percentage of the member's availability total that will be dedicated to the portfolio's scope
Should be between 0 and 100
Description

A short description of the member or the unfulfilled position.
Maximum of 500 characters

Optional Parameters 
DescriptionA short description of the member or the unfulfilled position.
Maximum of 500 characters

 

 

Edit a Team Member

To edit a team member, select the member in the team browser and then either select the "edit" menu item from the "cog" menu of the member details or hit the "e" (as for edit) shortcut key.

The wages and worked hours can be edited directly from their table in the team member details; the right hand side column of the Team section.
To display the member details simply select the member from the Team browser.

 

Remove a Team Members

To remove one or more team members, select the members in the team browser and then either select the "remove" menu item from the "cog" menu of the member details or hit the "d" (as for delete) shortcut key.

Removing a Team member does not delete the user from JIRA. It only removes the member from the portfolio's team.

Removing members will remove them permanently from the portfolio, including all of their attachments, wages and manually entered worked hours.

 

Attach Files

 You can attach files to a team member or unassigned position in order to keep related documents handy (pay slips, resumes, job description, etc.). To attach files to a team position, select it and then click button Attach Files in team member details panel on the right.  This will bring up a dialog where you can pick a file (or multiple files simultaneously, if your browser allows it) and enter an optional comment.

 

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