Manage Teams

Teams provide members with designated spaces to store and work on designs, view project status, and provide a process for controlling how data is shared with other teams.

The Shared folder is a common space in the project, and includes subfolders for each team. When a team shares a package, the contents of the package are copied to the Shared folder.

Project administrators can specify the Shared folder location, create teams, and specify team folder locations.

Set Up a Shared Folder, Add Teams, and Manage Project Settings

When a project has been created and Design Collaboration has been activated, project administrators should follow these steps to set up teams and folders:

1. Use the Module selector to switch to Project Admin.

2. Under Services, click Design Collaboration in the left panel.

3. You are taken to the Shared Folder tab to select a location for the shared folder. You can either:

   • Use the default location: the Project Files folder.
   • Browse to select a folder in Document Management.

4. Click Next and confirm the shared folder location.

   Important:

   Once the Shared folder location has been specified for a project, it can't be changed.

5. Use the Team Setup tab to create teams. To create a team, either:

   • Enter a team name and click Add to use the default location in Project Files for the team folder.

     Tip: The default location is /Project Files, but you can click the folder path to specify a different default location for the project.

   • Click Select existing folder, browse to select a folder in Document Management, and then click Add team.

     Tip: This is useful if you have already created folders to represent your teams. However, if you have no suitable folders in Document Management, no folders will be available for selection.
   Note: Refer to Teams in Design Collaboration for more details about the team, shared, and consumed folders.

6. Specify which subfolders within the team folders that you want content to be included from in your team space. By default, all folders are included. Click All in the Included folders column and then choose from:

   • Include all folders to include data from the top-level folder and all the subfolders (default).
   • Select folders to use a folder tree to choose which folders to include data from.
   Note: You must select all folders that you want to include data from. For example, selecting a parent folder will not automatically select the child folders.

7. To add roles, companies, or members to teams, click the number shown in the Members column for the appropriate team and start typing the name in the search box. Select the relevant search result, and assign a permission level as needed.

   Note: The role, company, or individual must already be a member of the account or project template to be added to a team.

8. Click Next.

9. If necessary, use the Manage tab as described in the Manage Project Settings topic to specify the main model for the project, and enable or disable DWG support.

Deactivate a Team

Deactivating a team hides it from the timeline. If contributing teams have consumed packages from this team, those packages are still accessible from the Teams panel.

1. Use the Module selector to switch to Project Admin.
2. Under Services, click Design Collaboration in the left panel.
3. Select the checkbox of the team to be deactivated.
4. Click Deactivate teams.
5. Click Deactivate to confirm.

Delete a Team

If a team hasn't shared or consumed any packages, project administrators can delete that team from Design Collaboration. While deleting the team, the project administrator can choose to delete the folders associated with that team as well.

1. Use the Module selector to switch to Project Admin.
2. Under Services, click Design Collaboration in the left panel.
3. Select the checkbox of the team to be deleted.
4. Click Delete team.
5. Optionally, enable the checkbox in the confirmation dialog box to also delete the team folder and the team's shared folder.
6. Click Delete to confirm.

Adjust a Team's Color on the Timeline

Project administrators can adjust the default color of a team as it appears on the timeline. This can be useful if the same team exists across multiple projects. In addition, the selected color can be used to highlight each team's models when viewing the aggregated Project Model.

To adjust the color:

1. Use the Module selector to switch to Project Admin.
2. Under Services, click Design Collaboration in the left panel.
3. Click the color dot to the left of the team name to open the color palette.
4. Choose a new color for the team.