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Then user click button “ok” if everything is correct or “cancel” if something is wrong.


Assign resources to team

Assignments can be created in ways:

  • Using drag & drop functionality or

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Hierarchy - Create team assignment (1)


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Hierarchy - Create team assignment (2)


  • By clicking on the button “assign” on the left side of the screen:

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Hierarchy - Create team assignment (3)


The assignment is created within selected timeframes:

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Hierarchy - Create team assignment (4)


A pop-up informs that the assignment (team relation) has been created:


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Hierarchy - Create team assignment (5)

Edit Team

Users can maintain the team effort relevance %, incentive %, the allocation profile-person, and the validity date of resource assignments.

This can be done by right-clicking on the team and selecting Edit Team from the context menu.

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Hierarchy – Edit  team (1)


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Hierarchy - Edit team (2)

Jump into other apps

Hierarchy - jump to another app

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