View team members

This topic describes how to view the resources or sub-teams of a team.

You can view team members in the hierarchy list or in the org chart .

Note: By default, only enabled teams are displayed in the Members tab. Select the Show Disabled Teams check box to display disabled teams.

View Description
Hierarchy

The Hierarchy view provides the following information for a team:

  • Team contents: which resources and sub-teams are included in the team, during a specific time period.

    You can specify the time period for which you want to view the team contents. For details, see Time period.

    When first accessed, only the immediate resources and sub-teams of the current team are displayed. You can click the Expand button alongside a sub-team to view its direct resources and sub-teams.

  • Details of team resources and sub-teams, including:

    • Name, managers, type, specialty, and region of a sub-team

    • Name, managers, type, role, region, and start date of a resource

    You can specify which information to display. For details, see Choose columns.

  • Team capacity, including:

    • Total capacity of the current team

    • Capacity of each sub-team

    • Capacity of each resource

    You can specify:

    • How the capacity is measured, in Hours, Person Days, or FTE. For details, see Effort type.

    • How the capacity is displayed, by Week, Month, Quarter, or Year. For details, see Period type.

Org Chart

The Org Chart view provides the following information for a team:

  • Sub-teams that directly belong to the current team.

  • Sub-teams that belong to all the levels of the sub-teams of the current team.

    When first accessed, only the immediate sub-teams of the current team are displayed. You can click the Expand button on a sub-team to view its sub-teams. Alternatively, you can click the Expand All button to expand all the sub-teams.

  • Summary information of the current team and the sub-teams: name, managers, utilization, and total capacity during the specified time period.

    The coloring of a team's utilization indicates to which extent the team is utilized. You can customize the coloring to align with your situation. For details, see Customize team coloring.

See also: