Copy Team Members from previous projects
planned
Clive Jordan
Plannerly already copies Teams when creating a new Scope. However, it would be amazing if we could also copy Team Members. This would be really helpful when working on projects with the same teams.
Clive Jordan
planned
Exciting news!
Now Plan tabs can be assigned to Team(s), and Plan Sections can be assigned to Team Members - we're now planning to add this "copy teams/members" import option for Plan content too!
Clive Jordan
When creating a Scope from a previous project Teams are copied (option in Import Settings) however Team Members are not transferred.
Would you also like an option to import the exact same Team Members too?
A
Alexander Joslyn
Clive Jordan: in our case, we'd like to import team members for internal teams but not for external teams... We could keep external teams empty in a template though.
There is also the subject of "roles": in a template project, we will assign scope elements to roles, but in the project, one team (one company) can carry out multiple roles. This has been addressed here: https://ideas.plannerly.com/ideas/p/companies-vs-teams. Right now, you have to replace the role assignation (multiple role tags become one). However, sometimes it makes sense to be able to distribute specific roles in the company...
Typically, we will contract one company for Heating, Ventilation and Plumbing, e.g. with one overall project manager and modelers per disciplin; the project manager should be assigned 3 roles and the modelers only to their specific role.
Clive Jordan
under review
Clive Jordan
Merged in a post:
Teams Database
S
Sébastien Roux
Whenever we create a new project, we have to create the teams again. Would be nice, either to create a hub database or import teams from other projects.