How to create teams

[Pierre Smits]

When I look at the party module I have following options:

   - Create New Party
Group<https://localhost:8443/partymgr/control/editpartygroup?create_new=Y>
   - Create New
Person<https://localhost:8443/partymgr/control/editperson?create_new=Y>
   - Create Customer <https://localhost:8443/partymgr/control/NewCustomer>
   - Create Prospect <https://localhost:8443/partymgr/control/NewProspect>
   - Create Employee <https://localhost:8443/partymgr/control/NewEmployee>

But where do I create teams?

And how should I see the 'Create Prospect' function?

Regards,

Pierre

[Vikas Mayur-3]

inline.

On Nov 24, 2008, at 2:34 PM, Pierre Smits wrote:

> When I look at the party module I have following options:
>
>   - Create New Party
> Group<https://localhost:8443/partymgr/control/editpartygroup?create_new=Y 
> >
>   - Create New
> Person<https://localhost:8443/partymgr/control/editperson?
> create_new=Y>
>   - Create Customer <https://localhost:8443/partymgr/control/NewCustomer 
> >
>   - Create Prospect <https://localhost:8443/partymgr/control/NewProspect 
> >
>   - Create Employee <https://localhost:8443/partymgr/control/NewEmployee 
> >
>
> But where do I create teams?

You first create an employee (party) from partymgr or humanres then  
you can create teams using projectmgr (I think so).


>
>
> And how should I see the 'Create Prospect' function?

Prospect is any party that you think of and has  a possibility of  
becoming let says an employee in future.

>
>
> Regards,
>
> Pierre

[Jacques Le Roux]

A team is a group of persons. You should read Len Silverston's book http://docs.ofbiz.org/display/OFBADMIN/OFBiz+Related+Books

Jacques

From: "Pierre Smits" <[hidden email]>

> When I look at the party module I have following options:
>
>   - Create New Party
> Group<https://localhost:8443/partymgr/control/editpartygroup?create_new=Y>
>   - Create New
> Person<https://localhost:8443/partymgr/control/editperson?create_new=Y>
>   - Create Customer <https://localhost:8443/partymgr/control/NewCustomer>
>   - Create Prospect <https://localhost:8443/partymgr/control/NewProspect>
>   - Create Employee <https://localhost:8443/partymgr/control/NewEmployee>
>
> But where do I create teams?
>
> And how should I see the 'Create Prospect' function?
>
> Regards,
>
> Pierre
>

[Pierre Smits]

Jacques, Vikas,

Thanks for your elaboration.

I knew already that a team is an informal group of persons, other than a
projectorganisation.

In the project module there is no function to create teams. Unless the team
is created when resources are added to the project. But I haven't tested
that yet.

Let's say that I wanted to create a team of account managers that form a
client team for a group of companies.... How do I do that then?

Regards,

Pierre

On Mon, Nov 24, 2008 at 10:33 AM, Jacques Le Roux <
[hidden email]> wrote:

> A team is a group of persons. You should read Len Silverston's book
> http://docs.ofbiz.org/display/OFBADMIN/OFBiz+Related+Books
>
> Jacques
>
> From: "Pierre Smits" <[hidden email]>
>
>> When I look at the party module I have following options:
>>
>>  - Create New Party
>> Group<https://localhost:8443/partymgr/control/editpartygroup?create_new=Y
>> >
>>  - Create New
>> Person<https://localhost:8443/partymgr/control/editperson?create_new=Y>
>>  - Create Customer <https://localhost:8443/partymgr/control/NewCustomer>
>>  - Create Prospect <https://localhost:8443/partymgr/control/NewProspect>
>>  - Create Employee <https://localhost:8443/partymgr/control/NewEmployee>
>>
>> But where do I create teams?
>>
>> And how should I see the 'Create Prospect' function?
>>
>> Regards,
>>
>> Pierre
>>
>>

[Vikas Mayur-3]

On Nov 24, 2008, at 3:17 PM, Pierre Smits wrote:

> Jacques, Vikas,
>
> Thanks for your elaboration.
>
> I knew already that a team is an informal group of persons, other  
> than a
> projectorganisation.
>
> In the project module there is no function to create teams. Unless  
> the team
> is created when resources are added to the project. But I haven't  
> tested
> that yet.
>
> Let's say that I wanted to create a team of account managers that  
> form a
> client team for a group of companies.... How do I do that then?

  I guess this is from project perspective? If yes, I do only see the  
resources stuff in projectmgr. I do not have much idea about this  
functionality in detail but
if it is project manager specific then Hans would be the best person  
to answer your question.

Vikas

>
>
> Regards,
>
> Pierre
>
> On Mon, Nov 24, 2008 at 10:33 AM, Jacques Le Roux <
> [hidden email]> wrote:
>
>> A team is a group of persons. You should read Len Silverston's book
>> http://docs.ofbiz.org/display/OFBADMIN/OFBiz+Related+Books
>>
>> Jacques
>>
>> From: "Pierre Smits" <[hidden email]>
>>
>>> When I look at the party module I have following options:
>>>
>>> - Create New Party
>>> Group<https://localhost:8443/partymgr/control/editpartygroup?create_new=Y
>>>>
>>> - Create New
>>> Person<https://localhost:8443/partymgr/control/editperson?create_new=Y 
>>> >
>>> - Create Customer <https://localhost:8443/partymgr/control/NewCustomer 
>>> >
>>> - Create Prospect <https://localhost:8443/partymgr/control/NewProspect 
>>> >
>>> - Create Employee <https://localhost:8443/partymgr/control/NewEmployee 
>>> >
>>>
>>> But where do I create teams?
>>>
>>> And how should I see the 'Create Prospect' function?
>>>
>>> Regards,
>>>
>>> Pierre
>>>
>>>

[BJ Freeman]

just to clarify
are you looking for a step(s) to create a team that refer to a team?
a team is made up of a party group which the partyID of person are assigned.
Then the roles are assigned to the party group so the parties are
assigned  inherit those roles.

I don't know that any UI is created to do this yet.


Pierre Smits sent the following on 11/24/2008 1:47 AM:

> Jacques, Vikas,
>
> Thanks for your elaboration.
>
> I knew already that a team is an informal group of persons, other than a
> projectorganisation.
>
> In the project module there is no function to create teams. Unless the team
> is created when resources are added to the project. But I haven't tested
> that yet.
>
> Let's say that I wanted to create a team of account managers that form a
> client team for a group of companies.... How do I do that then?
>
> Regards,
>
> Pierre
>
> On Mon, Nov 24, 2008 at 10:33 AM, Jacques Le Roux <
> [hidden email]> wrote:
>
>> A team is a group of persons. You should read Len Silverston's book
>> http://docs.ofbiz.org/display/OFBADMIN/OFBiz+Related+Books
>>
>> Jacques
>>
>> From: "Pierre Smits" <[hidden email]>
>>
>>> When I look at the party module I have following options:
>>>
>>>  - Create New Party
>>> Group<https://localhost:8443/partymgr/control/editpartygroup?create_new=Y
>>>  - Create New
>>> Person<https://localhost:8443/partymgr/control/editperson?create_new=Y>
>>>  - Create Customer <https://localhost:8443/partymgr/control/NewCustomer>
>>>  - Create Prospect <https://localhost:8443/partymgr/control/NewProspect>
>>>  - Create Employee <https://localhost:8443/partymgr/control/NewEmployee>
>>>
>>> But where do I create teams?
>>>
>>> And how should I see the 'Create Prospect' function?
>>>
>>> Regards,
>>>
>>> Pierre
>>>
>>>
>