ACTION
Update full team actual costs into database
Edit or Add all CVs including offline users
Edit or Add Groups of users
NOTE
This database pulls into Project Dashboard - as time is approved against the Project
Once approved the Actual rates (Teams) superseded assumed average cost rates (Admin Console) which auto updates to reflect revised Project margins in the Project Dashboard
Edit This is editable. Changes won't impact historical booked time - only time moving forward.
Access This is confidential and only Company Admin will have access to view/edit rates.
Teams
How to add Users Actual Cost Rate
Navigate to Teams
Select ‘Teams’ from the blue menu bar on the left of the screen
Add Users Actual Cost Rate
2. Find the required user, click the 3 dots on right side of screen and select edit
3. Scroll to third section and input Job Title, Grade and Rate
4. Click ‘Save’ and repeat for other users
How to update other Users CV
Offline or Online users
Navigate to Teams
Select ‘Teams’ from the blue menu bar on the left of the screen
Add Users CV
Find the required user, click the 3 dots on right side of screen and select edit
Populate CV; Summary, Employment History, Education and Certificates by clicking ‘+Add’
Select ‘Save’ at bottom of screen
How to update other Users Profile Pictures
Navigate to Users in the Admin Console
Click on the icon with your name, in the top right corner of the screen
Select ‘Admin Console’ from the drop down menu
Select ‘Users’ from the grey menu bar on the left of the screen
Add Users Profile picture
4. Find the required user, click the 3 dots on right side of screen and select edit
5. Upload your Profile picture by selecting ‘upload’ and Select ‘Save’
Groups
How to create, edit and delete a Group in Teams
Navigate to Teams
Select ‘Teams’ from the blue menu bar on the left of the screen
Navigate to ‘Groups’ via the white horizontal submenu
Select ‘Create Group’ in the top left corner
Add Group Name and Users
1. Select ‘Create’ at bottom of screen
Edit a Group
1. Find the required Group, click the 3 dots on right side of screen and select edit
2. Enter the new information and Select ‘Update’
When a Group is no longer required, this can be deleted by clicking the 3 dots on the right of the screen