Adding a Team

A team is a grouping of People, Projects and Roles that are associated with each other.


Once added, you can assign any number of resources to designate a group of people and roles working on the same project or working in the same office to make filtering easier.

Note: This functionality is only available for Resource Managers, Administrators and Owners.

  1. Select your Profile icon in the upper-right corner of the page and then select Account Settings from the drop-down menu to open the Account Settings page.
    Profile dropdown
  2. Select Teams from the side menu.
    add team1-1
  3. Select the Add Icon Add button to create a new team in the New Team dialog.
    new team new
  4. Enter the name of the team in the Team Name field.
    • A Team Name is required, must be unique and is limited to 25 characters.
  5. Select Create once complete or Cancel to close the dialog without saving.

    See Also:

    Updating a Role

    Adding a Person

    Updating a Person