Set and adjust teams

Rillsoft Project provides for a very flexible management of teams. You can define teams by means of the assigned employees or via fixed costs and capacities. We recommend you defining teams in a way that allows for being administered in groups. You may want to define a group for each of the teams individually (example: Team floor tiler, Team carpenter, ...)

You enter the name of the team and the capacities directly into the group. (Example: Foreman - Team early shift, Team late shift.)

In order to set and adjust teams, you do as follows:

1. Select the menu item Tools / Resource pool.
   The dialogue box Resource pool opens.
2. Select the tab Teams.

   

3. Create a new group by clicking on the button New group or, in the row that is marked with an asterisk (*), enter a new group name in the column Working group.
4. Now, enter a new team type in this group into the row (column Team).
5. You can enter more team types in the empty row below into the column Team, which copies the group name automatically.

   Note: To change the name of the group, you need to do this in the first group row first, which automatically transfers the group name to all the other stored team types.

6. Enter a specific value into the column Code to exchange data with other applications.
7. From the drop down list Calendar, select the calendar that should apply for this team. If you have not selected a calendar, the program searches for a valid calendar in the following order. Activity calendar and project calendar.
8. Enter the non-working days of the team (job trainings, workshops, etc.) into the field Non-working days. Note: (Example for a definition of non-working days: 18.03.05-22.04.05; 25.05.05; 08.06.05-17.06.05).
9. Select the option according to which you want to calculate the capacity and costs of the team in the drop down menu Capacity type.
   • Fixed: For own, naual fixing of capacity and costs in the columns Capacity and Costs.
     Note: This option is only applicable in the event of the definition of a team through capacity and costs per hour, without having assigned employees to the teams.
     If you combine employees to teams, we recommend you using one of the following options.
   • Optimistic: The calculation of capacity and costs is done on the basis of a higher level of productivity and the corresponding cost rates of each of the employees.
   • Real: The calculation of capacity and costs is done on the basis of the highest cost rate and the corresponding level of productivity of each of the employees.
   • Median: The calculation of capacity and costs is done on the basis of the median value from the level of productivity and the cost rate of each of the employees.

   Note: The options Optimistic, Real and Median provide different results only when an employee has been assigned to several roles and is recorded with these several roles as team member.

10. Enter the capacity for all team members, which is calculated in dependence on the selected type of calculation in the field Capacity type (corresponds normally with the number of team members) into the field Capacity. You can change this value in the option Fixed.
11. In the field Costs, enter the total cost rate for all members of the team, which is calculated in dependence on the selected type of calculation in the field Capacity type.ein. You can change this value in the option Fixed.
12. After a particular date, you can enter either a coefficient for an existing unit price or a new unit price per hour of the team into the field Cost adjustment.
13. If you like, enter a note into the field Notes.
14. Click on the button OK.

Import / export of teams

Click on the button Export to export a resource to a TXT file or on the button Import to import resources.

Import / export fields:

• [ID]
• [Working group](required field)
• [Code]
• [Team](required field)
• [Calendar]
• [Non-working days]
• [Capacity type]
• [Capacity]
• [Costs]
• [Cost adjustment]
• [Notes]

The individual fields are separated by a hash key "#".

Sample of an import file:
  #Underground construction##Team underground construction 0.45kg##0#5#68.04kg#
  #Underground construction##Team underground construction 2###0#4#120.00##
  #Building construction##Team building construction 0.45kg##0#6#95.25kg#
  #Building construction##Team building construction 0.91kg##0#8#104.33kg#
  #Building construction##Team building construction 3###0#7#225.00##

Note:

• You can search for teams in the field Filter. Enter the search phrase (or a part of it) into the field.

See also: