Set and adjust teams
====================

.. index:: Set and adjust teams

The team management in Rillsoft Project is very flexible: You
can define teams by means of the assigned employees or via fixed costs
and capacities. We recommend you to define teams in a way that allows you 
to manage them in groups. You should define a group for each of
the teams individually (example: Team floor tiler, Team carpenter, ...)

You enter the team name and the capacities directly in the
group. (Example: Foreman - Team early shift, Team late shift.)

In order to set and adjust teams, do as follows:

- Select the menu item **Start > Properties > Resource**.

|image0|

The dialogue box **Resource pool** opens.

- Select the tab **Teams**.

|image1|
   
- Create a new group by clicking on the button **New group** or on the
  row that is marked with an asterisk (\*), enter a new group name in
  the column **Working group**.
- Enter a new team type in this group in the row (column **Team**).
- You can enter more team types in the empty row below in the column
  **Team**, which copies the group name automatically.
  **Note:** To change the group name, you need to do this in the
  first group row, which automatically transfers the group name
  to all the other saved team types.
- Enter a specific value in the column **Code** to exchange data with
  other applications.
- From the drop down list **Calendar**, select the calendar that should
  apply for this team. If you have not selected a calendar, the program
  searches for a valid calendar in the following order : Activity
  calendar and project calendar.
- Enter the non-working days of the team (job trainings, workshops,
  etc.) in the field **Non-working days**. Note: (Example for a
  definition of non-working days: 18.03.05-22.04.05; 25.05.05; 08.06.05-17.06.05).
- Select the option according to which you want to calculate the
  capacity and costs of the team in the drop down menu **Capacity
  type**.

  - **Fixed:** For manual capacity and costs fixing in the
    columns Capacity and Costs.
    **Note:** This option is only applicable in case of the team 
    definition by capacity and costs per hour, without
    assigning employees to the teams.
    If you combine employees with teams, we recommend you to use one of
    the following options.
  - **Optimistic:** The capacity and costs calculation is done on
    the basis of a higher level of productivity and the corresponding
    cost rates of each employee.
  - **Real:** The capacity and costs calculation is done on the
    basis of the real cost rate and the corresponding productivity level
    of each employee.
  - **Median:** The capacity and costs calculationis done on the
    basis of the median value from the productivity level and the
    cost rate of each employee.

**Note:** The options **Optimistic**, **Real** and **Median** provide
different results only when an employee has been assigned to several
roles and is recorded with these several roles as team member.

- Enter the capacity for all team members, which is calculated in
  dependence to the selected type of calculation in the field Capacity
  type (corresponds normally with the number of team members) in the
  field **Capacity**. You can change this value in the option Fixed.
- In the field **Costs**, enter the total cost rate for all team members, 
  which is calculated in dependence to the selected type of
  calculation in the field **Capacity type**. You can change this
  value in the option **Fixed**.
- After a particular date, you can enter either a coefficient for an
  existing unit price or a new unit price per hour of the team in the
  field **Cost adjustment**.
- If necessary, enter a note in the field **Notes**.
- Click on the button **OK**.

**Import / export of teams**

Click on the button **Export** to export a resource to a TXT file or on
the button **Import** to import resources.

Import / export fields:

-  [ID]
-  [Working group](required field)
-  [Code]
-  [Team](required field)
-  [Calendar]
-  [Non-working days]
-  [Capacity type]
-  [Capacity]
-  [Costs]
-  [Cost adjustment]
-  [Notes]

The individual fields are separated by a hash key "#".

Sample of an import file:

#Underground construction###Team underground construction#######

**Note:**

-  You can search for teams in the field **Filter**. Enter the search
   phrase (or a part of it) in the field.

.. |image0| image:: ../images/reference_menu.png
            :alt:
.. |image1| image:: ../images/reference_property_team.png