Team Tab of Project Info Center

Use the Team tab to organize information about the employees and vendors who work on a project.

Contents

Employees Grid

Use the Employees grid to associate one or more employees with a project, and to define a team role for each employee. To associate an employee record with a project record, add it to the Employees grid. Both records reflect the association.

An employee record must exist in the Employee Info Center before you can associate the employee with a project record. The fields in the grid display information from the employee record.

If you use Ajera CRM to create a Kona space for the project, the employees listed in the grid automatically receive an invitation to join the space.

Field	Description
Employees Drop-down	Click the drop-down arrow on a grid header to complete any of the following actions: To print grid data, click Print. When the Print Preview form displays, click File > Print to send the grid data to your default printer. To export grid data to an Excel spreadsheet, click Export to Excel. When Microsoft Excel opens, use its features to modify, print, or email the data, or to save the spreadsheet file locally. To turn on grouping for a grid, click Enable Grouping. When a field displays with the instruction: "Drag a column header here to group by that column," drag and drop column headers into this field, in the sequence that you want them to display. Not all options are available on all grids.
Associate	Click this option to add an employee to the grid.
Remove	Click this option to remove an employee from the grid.
Name	This field displays the employee's name. Click the name to open the record in the current browser window or right-click the name and then click the Open in new window option to open the record in a separate browser window. When you enter an employee in the Principal, Project Manager, or Supervisor fields on the General tab of a Project Info Center record, the employee and role are entered on the Employees grid on the Team tab of the Project Info Center record. If you remove an employee from the Principal, Project Manager, or Supervisor fields on the General tab of a Project Info Center record, the employee's name is removed from the Employees grid on the Team tab of the Project Info Center record only if the employee's Team Status is Proposed. If the employee's Team Status is Active, the employee's name remains in the grid, but the Role field is cleared.
Role	Click this field and use the drop-down list to select the employee's role on the project. You can assign the same role to multiple employees. You define employee role options in Code Table Configuration. Contact your system administrator for information about adding values to this list. Note the following: If you reassign the roles of Principal, Project Manager, or Supervisor on the Team tab of a Contract Info Center record does not automatically update the entries in the Principal, Project Manager, or Supervisor fields on the General tab of the Project Info Center record. You must change the entries in the fields on the General tab. If you remove an employee (with role type Principal, Project Manager, or Supervisor) from the Employees grid on the Team tab of a Project Info Center record, and that employee is also entered in one of the Principal, Project Manager, or Supervisor fields on the General tab of the Project Info Center, the employee is also removed from the Principal, Project Manager, or Supervisor field.
Role Description	Enter additional information about the employee's role on this opportunity. Click Edit to use the Text Editor to enter information.
Team Status	This field displays the employee's status as a member of the team.
Hours	The Hours column contains the number of hours this employee worked on each project. It is populated by the Ajera synchronization process and is calculated based on timesheets. You can manually enter hours this employee worked on each project; however, the Ajera synchronization process will override the hours if this employee and project were added from Ajera. If you own the proposals or SF330 module, you can search and add project examples to employee resumes based on the hours they worked on a project.
Title	This field displays the employee's title.
Status	This field displays the employee's employment status at your firm.
Start Date	Select the date the employee started working on the project in the associated role. Because employees can have one or more assigned roles on the same project, there may be different start dates for each role. You can enter a date directly in this field or click Calendar and select a date.
End Date	Select the date the employee finished working on the project in the associated role. Because employees can have one or more assigned roles on the same project, there may be different end dates for each role. You can enter a date directly in this field or click Calendar and select a date.

Vendors Grid

Use the Vendors grid to associate one or more vendors with a project, and to define a team role for each vendor. To associate a vendor record with a project record, add it to the Vendors grid. Both records reflect the association.

A vendor record must exist in your database before you can associate it with a project record.

The fields in the grid display information from the vendor record in the Vendor Info Center.

Field	Description
Vendors Drop-down	Click the drop-down arrow on a grid header to complete any of the following actions: To print grid data, click Print. When the Print Preview form displays, click File > Print to send the grid data to your default printer. To export grid data to an Excel spreadsheet, click Export to Excel. When Microsoft Excel opens, use its features to modify, print, or email the data, or to save the spreadsheet file locally. To turn on grouping for a grid, click Enable Grouping. When a field displays with the instruction: "Drag a column header here to group by that column," drag and drop column headers into this field, in the sequence that you want them to display. Not all options are available on all grids.
Refresh Cost Amounts	Click this option to display the total amount paid to each vendor working on the project team. The amount paid to each vendor displays in the Cost Amounts field on the Vendors grid. If no payments have been posted to this project for a vendor displayed in the grid, the Cost Amounts field remains blank. The total amount paid to vendors on the project team displays at the bottom of the grid.
Associate	Click this option to add a vendor to the grid.
Remove	Click this option to remove a vendor from the grid.
Name	This field displays the vendor's name. Click the name to open the record in the current browser window or right-click the name and then click the Open in new window option to open the record in a separate browser window.
Role	Click in this field and use the drop-down list to select the vendor's role on the project. You define vendor role options in Code Table Configuration.
Role Description	Enter additional information about the vendor's role on the project. Click Edit to use the Text Editor to enter information.
Team Status	This field displays the vendor's status as a member of the project team.
Cost Amounts	This field is blank by default. Click to display the total amount paid to each vendor working on the project team. The amount paid to each vendor displays in this field. If no payments have been posted to this project for a vendor displayed in the grid, this field remains blank. The total amount paid to vendors on the project team displays at the bottom of the grid.
Status	This field displays the status of the vendor's relationship with your firm.
Total	This field displays the total amount paid to the vendors on the project team. You must click the Refresh Cost Amounts grid option to display this amount.
Address Description	When you add a vendor to the grid, the vendor's primary address is selected. However, you can choose to display any address available in the vendor record. Click in this field and then click Search to open the Vendor Address lookup. The lookup displays all addresses entered for the vendor in the Vendor Info Center. Select the vendor address that you want to display. When you select an address, Ajera CRM inserts the address information in the address fields on this grid.
Address1	This field displays the vendor's street address for the selected address.
City	This field displays the vendor's city for the selected address.
State/Province	This field displays the vendor's state or province for the selected address.
Zip/Postcode	This field displays the vendor's ZIP or postal code for the selected address.