Adding and managing teams

Group your team members into teams, and assign that team to a project within Forecast. This is beneficial in cases where you have team members that frequently work together on projects and they are not part of the same department. Setting up teams makes assigning team members to project easy and more convenient.

If you are interested in recreating your organisational structure in Forecast, see Adding and managing departments instead.

Creating a team

1. Click on Admin on the top bar.
2. Select Resources from the dropdown.
3. Click on Teams.
4. Proceed to click the “Create Team” button on the top right-hand corner of the team member section. Once clicked a modal will pop up prompting you to create your team. 
5. In the modal, add the name for your team, and select who you’d like to be part of the team from the list (you can also search for your team member). You can add as many people as you like.
6. Click on Create to save.

Viewing and updating teams

To view or change a team

1. Click on Admin on the top bar.
2. Select Resources from the dropdown.
3. Navigate to Teams.
4. Click on the dropdown arrow icon on the far right-hand side of the 'Your Team' section, to expand and view the team members within each team.
5. To change the team' names, click directly on the name of the each team.
6. Click Add People to add team members to each team.

To delete teams

You can delete each team created without deleting your team members from Forecast.

1. Click on Admin on the top bar.
2. Select Resources from the dropdown.
3. Navigate to Teams.
4. Click on the three-dots on the far right (next to the dropdown arrow).
5. Select Delete.