Portfolio Team

Team members are people for whom there are actual costs to be charged to a Portfolio.

Note that for team member information, creation, change or update are done through the team member functionality.

Adding a team member

To create a team member, either click the Create Member button or hit the "a" (for add) shortcut key. The team member creation screen will be displayed.

When the above fields have been completed, click on the create button to save the information. Should you wish to create another team member, click on the shortcut Create another check box.

Edit team member’s information fields

Select an existing member to modify by clicking on it and then either click on the drop-down menu on the top-right part of the member details view (on righthand side of the screen) and select the Edit option or hit the "e" (for edit) shortcut key.  This will bring up the Team member edition dialog.

Deleting a team member

Select an existing team member to delete by clicking on it and then either click on the drop-down menu on the top-right part of the team member details view (on righthand side of the screen) and select the Delete option or hit the "d" (for delete) shortcut key.  This will bring up a dialog to confirm team member deletion.  Click the Delete button to confirm the deletion, or Cancel link to abort deletion.  Deletion is permanent, thus make sure you really want to delete a team before proceeding.

You can delete multiple team members at once by selecting multiple lines in the team (by pressing and holding the Control key while clicking the team members to delete).  You can then delete the selected team members the same way you delete a single team member.  Note that in this case, the deletion confirmation will inform you of how many members are about to be deleted.

Team member’s detailed information

To access team member’s information after the creation, select the name of the appropriate team member in the main screen and see the details on the right side. The detailed information pertaining to this team member will be displayed on the right side of the screen.

Wage

New wage

When a new wage is required for a team member, click on the Add Wage button and complete the fields with the new information. Click outside the fields to save the new information.

Delete a wage

When a wage entry is not required or in error, click on the delete button and this line will disappear.

Note that at least one line is required under the Wage section. When deleting a wage line, make sure the information in the effective date and availability fields is accurate.

New availability

When a new availability is required for a team member, click on the Add Wage button and complete the fields with the new information. Click outside the fields to save the new information.

Delete availability

When an availability is not required or in error, click on the delete button and this line will disappear.

Note that at least one line is required under the Wage section. When deleting a line, make sure the information in the effective date and wage fields is accurate. 

How to report vacation, a disability?

To report a team member vacation or disability period, update the wage section by indicating availability information at 0 % from/to date of the vacation/disability period.

Team member with punctual involvement

To report a team member punctual involvement, update the wage section by indicating availability information at 0% from/to date of the non involvement.

Note that if a specific number of hours is logged for a team member, the total number of hours logged will be distributed through the project period.

Worked Hours

The worked hours section information is automatically calculated as per the effective date and availability confirmed in the Wage section as well as per the work schedule set in the JIRA configuration.

Synchronise with JIRA's work logs

Select "Synchronise with JIRA's work logs" if you want the team member worked hours to be taken directly from the work logged into JIRA.

Note that from configuration screen you can set all team members to be synchronised with JIRA's work logs by default.

New worked hours for a specific period

When a team member has worked more or less than planned for a specific period of time, the number of hours can be override.In the Worked Hours section, click on the Add Worked Hours button and complete the fields with the new information. Click outside the fields to save the new information. The new number of worked hours will be equally distributed in the number of days included in the specific period.

Update worked hours

You can click on Date from, Date to or Worked Hours field if you want to update their values

Note that the basic and planned information cannot be deleted from this section. (grayed out line with no garbage can)

Delete worked hours entry

When a worked hours entry is not required or in error, click on the delete button and this line will disappear.

Note that the computed information cannot be deleted from this section (grayed out line with no garbage can).

Attaching files to team member

 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.