How do I manage resource teams?

This procedure describes how to manage resource teams. A resource team is a temporary group of resources formed to complete a business task. A resource team can't be hierarchically structured and isn't intended to implement an organization.

Create Resource Teams

To create resource teams:

  1. Navigate to the Manage Resource Teams UI page as follows: Navigator > Resource Directory > Tasks > Manage Resource Teams.

  2. Click the Create action menu option or button.

    The Create Team page appears.

  3. Enter an appropriate team name.

  4. Optionally, enter a team description and specify team usage, resource members, and organization members.

  5. Click Save and Close.

Edit Resource Teams

To edit resources teams:

  1. Navigate to the Manage Resource Teams UI page as follows: Navigator > Resource Directory > Tasks > Manage Resource Teams.

  2. Search for the resource team that you want to edit.

    You can search by entering criteria such as the team name, number, and usage. You can also use the saved searches.

  3. Select the resource team you want to edit from the Search Results region and click its name to navigate to the Edit Team page.

  4. On the Edit Team page, you can edit the team's details such as the team name, description, usage, resource members and organization members.

  5. Click Save and Close.