Job Settings > Job Team

The job team sub-menu in the job settings, allows you to review and update the team on your job.

In WorkBook, you are able to restrict the people who can access and add time to jobs, based on the ‘team’ that has been assigned. Depending on your setup, you will be prompted to select a team at job opening or a default team will be set automatically in the background.

This article walks you through how to manage a team or individual team members on a job.

ON THIS PAGE YOU WILL FIND:

ON THIS PAGE YOU WILL FIND:
1 ACCESSING JOB TEAM 2 VIEWING & EDITING THE EMPLOYEES ADDED TO THE JOB TEAM 3 CHANGING THE JOB TEAM 4 REMOVING EMPLOYEES FROM A JOB 5 REMOVE RESOURCES WITH NO CONNECTION TO THE JOB 6 ADD TEAM TEMPLATE

ACCESSING JOB TEAM

From the jobs list > select the job > and click on the job settings button

This image reflects the interface of Deltek WorkBook, version 13.6.58

TIP: You can also access the job settings (formerly the job properties sidebar) from any of the job sub-menus like Briefing, Tasks, Price, Purchase Order, Invoice, Costs etc. Just look for the job settings button in the top tight hand corner of the screen.

In job settings >select the job team menu

This image reflects the interface of Deltek WorkBook, version 13.6.58

VIEWING & EDITING THE EMPLOYEES ADDED TO THE JOB TEAM

Go to the open resource footer button

This will open a panel at the bottom of the screen with a list of resources that are currently not included in the job team
In the employees tab > select the employee you wish to assign > and click on the + button to add them to the job team

You can assign an employee to the job only if the employee has access* to the job

*access is controlled through company or client access rights.

CHANGING THE JOB TEAM

If you wish to change the team completely:

Click on change team button > select the new job team from the dropdown list > click ok

REMOVING EMPLOYEES FROM A JOB

To remove individual employee(s):

Select the name of the employee in the list view (1) > click remove selected resources button (2)

REMOVE RESOURCES WITH NO CONNECTION TO THE JOB

If you wish to limit the job team to just the employees that have been assigned tasks or have already recorded time on the job you can bulk remove all other employees with the remove resources with no connection to the job button

ADD TEAM TEMPLATE

The add team template functionality, returns the job team to the team originally selected at job opening in the basic job settings tab.

Click the add team template button

Click yes when prompted

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