Team Member Operations

Importing a Team

You have two options when importing Team information. You can either import a Team from another Folio or import from an external source via a CSV file. To import a Team, click on the ... button or type the keyboard shortcut i to open the import dialog. Select the import option you prefer in the import dialog.

Importing a Team from another Folio

Select the Folio to Folio option in the Select Import Type dialog to import a team from another folio. This brings up the Import Team from Folio dialog.

Select the Folio from which to import all the team members with their wages and allocation information. Worked hours and attachments are not imported by default, but you can choose to import them by checking the appropriate options.

Members already in the destination Team and unfulfilled positions are not imported.

Only the teams of the Folios you can view can be imported. Refer to the Folio visibility configuration for more information.

Importing a Team from CSV

Select the Import External Data option in the Select Import Type dialog to import a team from a CSV file. This brings up the Import Team from CSV dialog. See Importing Data from CSV and Team Member Import to learn more about importing Team members.

Exporting a team to CSV

To export data to an external CSV file click on the ... button and select Export data. Alternatively, you can type the keyboard shortcut x to instantly export the data. See Team CSV Export to learn more about the exported data.

Adding 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 (for add) shortcut key.

Required Parameters
Team Member	JIRA user to associate with that team position. Selecting Unassigned means the team position is unfulfilled, in which case it will act as a placeholder. An unassigned position does not affect the average wage computation of the team and will only be considered in the forecasts based on future known cost.
Title (or Role)	Title (or role) of the resource within the team. Maximum of 255 characters
Overtime Rule	Overtime rule to apply to the member.
From	Date on which the member starts or started working on the Folio's issues (a.k.a Folio Scope)
To	Date until which the member finished or is planned to finish working on the Folio's issues.
Allocated	Number of hours and percentage or normal work hours the member is planned to be working on the Folio's issues. Both numbers are automatically maintained consistent: when a value is modified, the other one is updated accordingly. Must be between 0 and 100
Cost rate	Cost per hour incurred by the member.
Custom Field	Custom field(s) specified in the Folio Configuration, if any. Example: Employee number
Optional Parameters
Description	A short description of the member or the unfulfilled position. Maximum of 500 characters

Editing 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 ... menu located in the member details panel or hit the e (for edit) shortcut key.

The cost rates, allocations and worked hours can be edited directly in their respective tables in the team member details panel. Click on the team member's row in the Team browser to display the member details panel.

Deleting Team Members

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

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

Deleting members will remove them permanently from the Folio, including all of their attachments, cost rates, allocations and manually entered worked hours.

Attaching Files to a Team Member

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

Consulting History

FOLIO records all changes that occur on Folios and their data for auditing purpose. When an expense, revenue or team member is selected, the details panel shows a History sub section, quickly accessible by clicking the corresponding icon () in the details panel's navigation bar. The History section displays a table listing all changes that occurred on the selected item and their associated data, such as attachments, wages, allocations and worked hours. Changes displayed include creations, updates and deletions and are sorted from the most recent to the oldest. An update is recorded for each modified field, so a single edition of an Expense can possibly add many rows in the History table. Also, if the table holds more than five entries, then some entries will be hidden by default: click the row showing ellipses (...) to expand the table and show all changes.

The History section is visible only to users who can edit the Folio, a.k.a Folio administrators.

Timestamp	Date and time at which the change occured.
Author	Avatar of the JIRA user who performed the change. Hovering the avatar brings up a tooltip with more info on the user. Clicking it takes you to the user's page.
Change	Description of the change. It ends with the database ID of the modified item between square brackets. Hovering the description of updates brings up a tooltip showing the value before and after the change.

Searching for a Team Member

You can search for team members by their name using the search box located at the top left of the screen.

On this page:

Importing a Team
- From another Folio
- From CSV
Exporting a Team
Adding a Team Member
Editing a Team Member
Deleting Team Members
Attaching Files to a Team Member
Searching for a Team Member

Related pages: