User Involvement in a Team (Assign User approach)

Solution can't be installed together with the following solution:

• User Involvement in a Team (Create Involvement approach) (47c3ab73-4ff8-4acf-a066-43649df5b9af) – check this solution to choose the right for you approach

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Solution overview

The solution enables a possibility to define the Involvement of a User in a Team in % (by assigning a User to a Team and updating Involvement %). It's mainly used for people working across Teams, such as UX Designers, Product Managers, Architects, etc., and we need to plan their capacity across the Teams and calculate availability correctly.

After the solution is installed, you'll see a new Involvements tab on a User and a Team views. When you assign a User to a Team, an Involvement with 100% will be created. You can modify it if a User is going to be involved for less %. You can define Planned Start and End Dates for the Involvement if it's supposed to be a limited-time involvement.

Note 1: If a User is unassigned from a Team, the Planned End Date for an Involvement will be set automatically. If you assign a User to a Team again, it'll create a new Involvement. Thus you can track the history of involvements and calculate capacity correctly for each Period.

Note 2:  You can update an Involvement Percentage, however it'll recalculate the data for the past. Update it without loosing data by unassigning a User from a Team and Assigning again. It'll create a new Involvement, where you can define a new Percentage.

Solution Configuration

If you already using the system for quite a while, and want to use the solution, you will need to generate Involvements for all the Users in the system. To do that you need:

• Go to Settings -> Automation Rules
• Open Create Involvements for Existing Users rule
• Click Save and Trigger Now button

Involvements will be created for all Users in the system based on their current Team assignments.

Show Teams/Users and Involvements together (optional)

You can see both - User/Teams and Involvements on the same tab on a Team/User views, respectively, as well as see Active and Non Active Involvements separately with a Total Active Involvements shown above, so you can see if a person has > 100% Active Involvements in total. It allows a better overview of all the details in the same place. It's not required for the solution to work correctly; however, it simplifies the solution usability.

To do that, you need to adjust the detailed views manually. Please do this only if you feel comfortable changing view layouts. It can break the layouts if done incorrectly. Contact our support team in case you need assistance with this action.

Update User View

After you do the steps below, you should get the following Teams Involvement on a User view:

First, we need to add a new tab Teams Involvement for a User respectively to show Teams and Involvements together.

1. Add a new tab on User view:

• Copy the following code: https://www.targetprocess.com/guide/main/teams-involvement-tab
• Go to Settings -> Detailed View
• Choose to customize view for a User
• Insert it to the place mentioned in the picture below (search for an Access token to find it easier).

2. Hide the original Teams tab

• To hide the original Teams tab, copy the following code

"visibilityConfig": { "entityQuerySelector": "false" },

• Paste it over the "type:" component in the Teams section as shown on the screenshot below (search for userTeams to find it easier).

Update  Team View

After you do the steps below, you should get the following Users Involvement on a Team view:

First, we need to add a new tab Team Involvements for a User respectively to show Teams and Involvements together.

1. Add a new tab on Team view:

• Copy the following code: https://www.targetprocess.com/guide/main/people-involvement-tab
• Go to Settings -> Detailed View
• Choose to customize the view for a Team
• Insert it to the place mentioned in the picture below (search for People to find it easier).

2. Hide the original People tab

• To hide the original People tab, copy the following code

"visibilityConfig": { "entityQuerySelector": "false" },

• Paste it over the "type:" component in the People section as shown on the screenshot below (search for People to find it easier).

Note: Original Involvements tab will be hidden automatically when you make the actions described above.

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Version 1.1