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.

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 offers two different views between which you can toggle using the toggle button located at the top left of the Team browser (): Browser View and Timeline View. 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.

Browser View

The Browser View is displayed when the left part of the toggle button is pressed . It shows each team member's current wage and allocation percentage, as well as a bar showing their workload level. It also displays the overall current average cost rate of the team, and the average cost rate of each group of members with a given role.

Average cost rates

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

Here is an example average cost rate calculation:

Folio ABC has 2 active team members:

Joey, who has a current cost rate of 40.00 and is allocated 100% of his time to ABC
Sarah, who has a current cost rate of 52.00 and is allocated 50% of her time to ABC

The overall team average wage will then be calculated as follows:

average = (40 * 100) + (52 * 50) / (100 + 50) = 44$/hour

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 allocation and thus is not yet active or has no allocation defined inside the Folio's timeframe.
	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 allocation defined for this Folio.

Current cost rate

Cost rate of the member to date.

Overhead

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 Allocations table) divided by the capacity to date.

Resource Load

A coloured 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.

Timeline View

The Timeline View is displayed when the right part of the toggle button is pressed . It shows each team member's past worked hours and future capacity over the Folio's timeframe as an interactive timeline chart. Each bar displayed for a team member on the timeline reflects an allocation period that you defined for that member (see Allocations for more details on allocation periods and percentages). The future capacity of a team member for each allocation period is derived from the allocation percentage for that period, and the working days and hours as defined by the Work Schedule of the Folio.

Timeline charts in FOLIO offer various controls to navigate and focus on certain periods of time. Please refer to the Timelines page to learn more on available ways to interact with the Timeline.

The Team Timeline is divided in two parts by the "Today" marker (displayed as a red vertical line on the chart). All hours shown on the left of the Today marker (past from the Folio start date to today, included) are hours worked by each team member. Hours shown on bars at the right of the marker (future, until the Folio's end date) indicate the capacity of the resource for each allocation period. Hovering one of the bars shows the time period corresponding to that bar and the number of either worked hours or capacity for that period.

Inactive periods, e.g. periods with an allocation percentage are shown as faded gray bars, showing when each team members is on vacation or when the member's commitment to that project is planned to end.

Editing allocations from the Timeline

Allocations displayed in the Timeline View can be selected by clicking them or finding them through the search box at the top left of the Team Browser. When a single allocation is selected, the edit and delete actions apply to that specific allocation entry. Selecting the edit action on an allocation puts the corresponding entry in the allocations table in edition mode on the team member details column, on the right. Deleting the allocation simply removes it and refreshes the timeline. Of course, you can also edit allocations using the controls in the team member details column, as when using the Browser View.

Edit and delete can only be executed on a single allocation entry at a time.

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.

Viewing a Team Member's Details

Clicking on a team member row in the Browser View or team member allocation in the Timeline View 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.

Capacity	Total number of regular work hours that the member has available until the end of the Folio based on her allocation percentage and the Folio's time frame.
Assigned effort	Sum of the remaining estimates of unresolved issues that are assigned to the team member.
Allocated effort	Portion of the assigned effort that is not exceeding the capacity of the member. It is the minimum value between assigned effort and capacity.
Available effort	Portion of the capacity that was not yet assigned. (capacity - allocated effort)
Overloaded By	Portion of the assigned effort that is exceeding the member's capacity. The minimum MIN( 0 AND maximum effort - assigned effort). This is displayed only if the member if overloaded.
Overhead	Difference between her capacity and the amount of work logged in the Folio. See the Overhead definition in the Team member summary information.

Description

A brief description of the member

Allocations

Table where are maintained all allocation period specifications. For each defined period, it shows the percentage of allocation and the corresponding capacity in hours.

Worked hours

Table where are maintained and/or shown all the worked hours by the member since the beginning of the Folio.

Cost rates

Table where are maintained all the cost rates of the member for the duration of the Folio.

Attachments

Attachments associated to the member with optional comments.

On this page:

Viewing the Team
- Browser View
- Timeline View
Viewing a Team Member's Details

Related pages:

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