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Planview Customer Success Center

Creating Department (Program) Teams

  1. Navigate to Organization/All Departments.
  2. Open the Department by selecting it and choosing Open from the right-click menu, double-clicking it.
  3. Click the Team link.
  4. Choose Menu > New Team Members.  

new_dept_team_member.png

  1. Highlight each user that you would like to add to the team. To add multiple users at one time with the same rights hold down the Control key and select the users. If there is a resource that you would like to add to your department team who is not available from the list, please contact your PPM Pro System Administrator.
  2. Once you have selected all the users you would like to add to the team, select the arrow right_arrow.png.
  3. Choose the rights that you would like each resource to have. For rights descriptions, see About Teams.
  4. Click Save.