Import a Team

To import a team from another folio, 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 folio 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 folios that the user performing the import can view, can be imported. See folio 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 Date	The date on which the member starts or started working on the folio's scope
Wage	Wage of the member at the effective date
Availability	The percentage of the member's availability total that will be dedicated to the folio's scope Should be between 0 and 100
Optional Parameters
Description	A 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 folio's team.

Removing members will remove them permanently from the folio, 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.

On this page:

Import a Team
Add a Team Member
Edit a Team Member
Remove a Team Members
Attach Files

Related pages:

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