The Teams Panel

Summary: ![](assets/uploads/2016/01/Screen-Shot-2016-02-01-at-12.59.31-AM-300x154.png)

The Teams Panel helps you:

Assign Tasks to one or more People.
Create Teams using People in the Program.
Add People to the Program
Filter the Tasks Panel by person, role, or team.

Tip: Teams are a Professional Feature. They're useful when you have a lot of people involved in a project or program.

Tip: Use Teams for the current program, and create Disciplines for Departments, or Roles or for Organizational Teams that persist across programs and projects. Teams, Roles and Disciplines you can reflect almost any possible organizational structure. Tip: It's also possible to create Departments using Roles, and to assign work to different departments, if you traffic work to departments rather than specific individuals.

What are Roles and Teams?

Within a program you belong to a team consisting of a collection of roles, each containing people.

Like this: Organization View: Discipline -> Role(Rate) -> Individual(Rate) -vs- Program View: Program -> Team -> Role(Rate) -> Individual(Rate)

Roles

In simple terms, a role refers to a rate or cost per hour, day, or week. People play a role, by practicing a discipline. People can play many roles in Runcible. Think of a list of roles like a restaurant menu of prices. Roles are consistent across the organization. Rate Sheets consist of roles with prices just like different restaurant menus. Rate Sheets are consistent across programs that use those rate sheets.

Why? So that everyone in the organization speaks the same language, and understands one another.

Tip: In complex organizations we tend to use Role and Level as a proxy for years of experience. So Marketing Manager 1, 2, 3, and 4 would refer to people with more or less experience in the role.

Teams

A team refers to a collection of people within a program. Teams do not cross programs in Runcible. A team is organized by role, the person - so that people unfamiliar with the projects will understand quickly what everyone does.

Tip: To create cross-program teams of people, create a new discipline called Team XYZ or Department XYZ, and assign people to it, and use personal rates instead of Role based rates on your programs and projects. Note: In future versions we will add the use of Groups and Group Members to the programs so that you can use Group Pages to create cross-program teams.

What Actions Can I Take?

Add Someone to a Program There are three ways to add someone to a program:
From the Program Page -> Members Tab Select to slide open the Add People page.
Find someone: Choose a Discipline from the dropdown box.
Choose a Date to check the individual's availability from the calendar.
Choose Skills To choose skills: Select (+) icon to add skills
Select a Discipline and Skill from the dropdown boxes.
To add another skill, repeat the past two steps.

Enter some search text in the search box. Each time you change a value the search list will refresh with the filtered results.

Scroll until you find someone that fits. Select the "add to program" button on the right of the panel. Runcible will add the individual to the program.

From the Schedule Panel's "Add to Program" button. Open the Schedule Panel
Select the Everyone View
Scroll until you find the Role you want. You can add the Role or Individuals to your Program. To add the Role to your program, select the "Add to Program" button.

To add an individual to your program,

Select > to view the people that can perform in that role.
Select the "Add to Program" button next to the individual.

Runcible will display a dialog asking you to choose a rate for that Role or Individual. Select the Rate and then OK. The Role will be added to your program at the rate you chose. If you added an individual, he will be added to your program in the Role and at the Rate you chose. Continue adding Roles and People

Tip: You can use the Filter Menu to search by Skill, Role, or Organization Dimension, using Smart Search.

By Dropping an appointment for a task on a person's schedule. There are four ways of dropping an appointment on a person's schedule.
From the Tasks Panel, Table(List), Outline or Board View Open an individual or role's schedule.
Drag a Task from the Tasks panel to the Schedule Panel
Drop it in the Week, Day, or Time section of the schedule.
Runcible will create an appointment for that task, using the Estimate to Complete value of the task, or 1 hour, if it is empty.
From the Profile Page -> Time Tab, or the Task Detail Panel -> Time Tab Drag Assignee Select the Time Tab to display the schedule for the current task.
Select the appropriate week from the Calendar Control
Use the [] to Drag an assignee
Drop it in the Week, Day, or Time section of the schedule.
Runcible will create an appointment for that task, using the Estimate to Complete value of the task, or 1 hour, if it is empty.
You may see a dialog asking you to select a rate if Runcible cannot determine it. Select a rate and press enter.
Runcible will add that individual or role to the program in the selected role at the selected rate.

Drag Time Block

Assign a one or more people to a task.
Select the Time Tab to display the schedule for the current task
Across the top of the Schedule you will see a row of the Assignees.
The most suitable time block for the Estimated Work Remaining will be highlighted.
Select All Assignees to create an appointment for all, or any one of the Assignees, for one of them.
Drag and drop a block of time onto the schedule to create an appointment.
Runcible will create an appointment for that task using the duration of the time block that you dropped on the schedule.
You may see a dialog asking you to select a rate if Runcible cannot determine it. Select a rate and press enter.
Runcible will create an appointment and add the individual to the program if not already a member.
From the Schedule Panel's Suggested Work Sub-panel (Cool feature) Using the Tasks Panel, in any view, select a task you want to create an appointment for.
From the Schedule Panel, expand a Role or an Individual's Schedule
You'll see the Suggested Work Panel. The panel will display three options, each with a counter Selected: if a Task is selected in the Tasks Panel
Unscheduled: if a task is on the timeline for this period, but without appointments.
Scheduled: if a task is on the timeline for this period, and it has appointments.

Choose "Selected" if it isn't chosen (it's chosen by default) The Selected Tasks will appear below the choices. A set of time blocks will appear below the task The suggested time allocation will be highlighted Drag and Drop a time block onto the schedule to create an appointment. If necessary, Runcible will display a dialog asking you to choose a role and rate. If so, select them and Press enter. Runcible will create an appointment and add the individual to the program if not already a member.

Bug: Drag and Drop for the Gantt View is broken as of this writing.

Note: There are a few time intensive processes in Runcible: Scheduling, Rescheduling, Cost Allocation, and Permission changes. This is common in all similar software of this scale. So under heavy use it can take a few seconds to notify your browser that the appointment was scheduled. In a future version we will show the appointment and then remove it if it failed, rather than wait for the server to create it in your browser. This was an oversight on our part. Apologies.

Create a New Team To create a new team: Scroll to the bottom of the panel
Select "New Item"
Type a new team name
Press Enter. The new team name will be created.
Add Someone to a Team To add someone to a team Expand the "Everyone" Team
Scroll to find the person you want to add to your team.
Drag and drop that person onto the new team.
Remove Someone from a Team To remove someone from a team Select to open the editing Panel
Select the Delete icon. The person will be removed from the Team.
Open and View the Rate Select to open the Editing Panel for either the Role or the Individual.
The Rate per hour (only) is displayed in the Editing Panel

Can I Remove Someone from the Program?

No. You can remove someone's permissions. But once they're added to the program you cannot remove them. This is by design.

Note: We may add the ability to 'hide' an individual in a future version. We may also add the ability to remove an individual if no activity has been recorded for him.