Team Management
- AMT
- Sue Rocha
- Justine Agada (Unlicensed)
The Team Management tool is a streamlined and simplified method of adding and managing project staff to a project. It provides Project Managers and Superintendents with the ability to staff their projects. Team Management pulls information from the Gate Three Companies & Contacts module, allowing you to select any contact assigned to an Internal Company to staff your project. It displays project staff and allows for the project manager to view, add and configure the Gate Three default access (by selecting a Project Role) and the assigned start and end date for their time on the project. The ability to create or edit the Team Management is based on a user's Access Role Management (ARM). |
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Team Management Permissions
The Admin, Editor, and Follower permissions are assigned through the Access Role Management (ARM) module. Project Managers of Record can access the ARM module to change and view templates as needed. To view project role permissions by module, click here.
Features | Admin | Editor | Follower |
|---|---|---|---|
Add Team Member | Yes | Yes | No |
View Team Members | Yes | Yes | Yes |
Configure Settings | Yes | Yes | No |
Access Team Management
1. Ensure you are logged into your Gate Three project. Click on Project Administration in the sidebar and select Team Management.
The Team Management default view will open with the Project Team tab displayed.
2. Team Management Tab Bar: Project Team, Executives, External Team, and Archive.
The Project Team Tab consists of the following columns:
Name: The full name of the project team member is displayed. This information comes from Ultipro
Project Job Title: This is an editable field. The information is obtained from UltiPro and retrieved from the Companies & Contacts module.
Project Role: This is an editable field. The Team Management admin (typically the PM of record or Superintendent of record) has the ability to input or edit the project role.
Start Date: The contracted start date of the team member will be displayed.
Original End Date: The original contracted end date will be displayed.
Actual End Date: The final end date of work, regardless of the contract is entered here.
Contact Info: The email and phone number of the project staff member can be copied to the clipboard.
3. Add Button: You can add new team members using the Add button.
4. Download Button: You can download of CSV file of the team members listed in the visible column.
5. Ellipses Icon: Click the ellipses icon to open the team member’s profile, access management, and archive function. Note: Access Management is only accessible to admin and editors.
6. Audit Log: Provides information on when the document was created as well as the document creator. Click on the Audit log symbol to view any modifications made in Team Management.
7. Access Help: Displays what permissions each role has in Gate Three. Click on the Access Help symbol to view project role specific permissions.
8. Tutorial: An interactive tutorial of the Team Management module is available. Click on the tutorial symbol to access the guided walk-through. Hovering over any element in a tab will highlight the relevant snippet in the tutorial box.
The warning icon indicates a project team member’s contract end date is approaching. An Archive button will also appear on the table list view. For more information on how to archive a staff member click here.
Team Management and IPR
The Team Management module is integrated with the IPR to save you time when completing the report. Use the 'Sync with Team Management” button found within the IPR to divert staff management features to the Team Management module.
Interactive Tutorial
An interactive tutorial with built-in guided walkthroughs of the Team Management module is available. Clicking each tab will populate a list of information snippets inside the tutorial box. Hovering over any element in a tab will highlight the relevant snippet in the tutorial box. To enable to the interactive tutorial, click the “i” icon on the top right of the window and toggle the interactive tutorial on. You are able to still access the information in the tool with the interactivity toggled off.
For more information on how to add and manage Project Team members, click here.
The Project Manager will be able to add most roles with the exception of PM, Superintendent, Site Accountant and Timekeeper. In this scenario, the PM is to submit a request directly to esupport@ellisdon.com