How to Create a Team in OnePlan

Direct Answer: How to Create a Team in OnePlan

To create a team in OnePlan, go to the Resource Center, select the Teams tab, and click Add Team. This opens the Create Team dialog. On the General tab, enter a Team Name and optional Team Description, and set Cost, Rate, Manager, and Calendar. Switch to the Members tab to add the resources that belong to the team, then select Create to save. The new team appears on the Teams list, ready to have resources allocated to it.

What This Article Covers: Team Creation

This article explains how to create a new team from the Resource Center, including the fields on the Create Team dialog’s General tab and how to add members before saving.

What you will accomplish: By the end of this article, you will be able to create a new team in the Resource Center with its core settings and members in place, ready for resource allocation.

Before You Begin: Creating a Team

• A OnePlan account whose Enterprise Security Group includes the Manage Resources permission — this is required to create and manage teams in the Resource Center. Owner or Administrator permissions are not necessarily required.
• The resources you plan to add as team members should already exist in OnePlan. See How to Add Named Resources in OnePlan or How to Add and Categorize Generic Resources in OnePlan.

Why This Matters: Team Creation

Teams group resources for planning

A team lets you group resources — by department, division, or scrum team, for example — so they can be assigned to Work Items and Resource Plans as a single unit instead of individually. Creating the team is the first step; once it exists, you can allocate member resources to it by a fixed percentage or a time-phased schedule. See How to Allocate Resources to Teams in OnePlan.

Cost, Rate, and Calendar apply at the team level

Setting Cost, Rate, and Calendar on the team itself — separate from the cost, rate, and calendar values already set on individual member resources — lets you plan and cost the team as a unit.

Step-by-Step: Creating a Team in OnePlan

Task: Create a Team

1. Go to the Resource Center.

2. Select the Teams tab.

3. Click Add Team. The Create Team dialog opens.

4. On the General tab, complete the following fields:

   • Team Name — Enter a name for the team.
   • Team Description — (Optional) Enter a description of the team.
   • Cost — Enter the cost of the team, if applicable.
   • Rate — Enter the rate for the team, if applicable.
   • Manager — Begin typing the name of the team’s manager and select the desired name.
   • Calendar — Select the calendar that determines the team’s working days and hours. Defaults to General.

5. Select the Members tab and add the resources that belong to the team. See How to Allocate Resources to Teams in OnePlan for more details.

6. Select Create to save the team. The new team appears on the Teams list.

Frequently Asked Questions: Team Creation

Q: Where do I create a new team in OnePlan? A: In OnePlan, go to the Resource Center, select the Teams tab, and click Add Team to open the Create Team dialog.

Q: Can I set a cost and rate for a team separately from its member resources? A: In OnePlan, yes. The Create Team dialog’s General tab has its own Cost and Rate fields that apply to the team as a unit, independent of the cost and rate set on individual member resources.

Q: Do I need to create a team before I can allocate resources to it? A: In OnePlan, yes. A team must exist before resources can be allocated to it by total percentage or time-phased schedule. See How to Allocate Resources to Teams in OnePlan.

What to Do Next: Team Creation

Allocate resources to your new team: - How to Allocate Resources to Teams in OnePlan

Manage the team going forward: - How to Edit or Delete a Resource or Team in OnePlan

Review the full process: - Resource Center Administration in OnePlan - Overview