User Involvement in a Team (Create Involvement approach)

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

• User Involvement in a Team (Assign User approach) (3e2198a4-3998-432d-b3c4-212e3a6f1078) – 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 creating an Involvement 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. Here you can create an Involvement – select a Team (if creating from a User view) or select a User (if creating from a Team view) and set the Involvement %. When an Involvement is created, a User will be assigned to a Team. You can define Planned Start and End Dates for the Involvement if it's supposed to be a limited-time involvement.

Note: When Involvement Planned End Date pass, a User will be unassigned from a Team. To Assign a User to a Team again - create a new Involvement. Create a new Involvement also if you want to update an Involvement Percentage. Thus you can track the history of involvements, manage planned future User Team assignments, and calculate capacity correctly for each Period.

Note 1: The solution won't create an involvement for a User creating a new Team. So in case the User should be involved into a Team he is creating, just create an Involvement for him manually.

Note 2: If you create a new User in the system, the system will not allow you to create a User and assign it to Teams through Quick Add. You should created a User with no Teams and then assign a User to Teams via creating new Involvements.

Note 3: If you don't see Users assigned to a Team when created an Involvement, please refresh the page. They will be there!

Solution Configuration

Hide Assign/Unassign Team and User option on a User and Team views

As assignments of Users to a Team will happen via creating Involvements, we need to hide the options to assign a User to a Team on both – User and Team views.

1. Update User View

Hide Assign/Unassign option from the Teams list on a User view:

• Copy  the following code

{ "type": "cssStyle", 
"style": ".tau-user-team-list button[role='action-detach'] {display: none}", 
"componentId": "cssStyle_MLCcNmNtwn9ntQNq" },

• Paste it instead of the highlighted part of the code in Teams section (search for Teams to find it easier) as shown on the image below:

• Click Apply Changes button

1. Update Team View

Hide Assign/Unassign option from the People list on a Team view:

• Copy  the following code

{ "type": "cssStyle", 
"style": ".tau-teamView [role='action-detach'] {display: none}", 
"componentId": "cssStyle_wk8nhJG6bnWQwppM" },

• Paste it instead of the highlighted part of the code in People section (search for People to find it easier) as shown on the image below:

• Click Apply Changes button

Generate Involvements for Existing Users

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
• Enable and 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 with 100%. Please check User Involvements and adjust Percentage as needed.

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. 

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 Team Involvements 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/solutions/demand-and-capacity/teams-involvement-tab-create-involvement-approach
• Go to Settings -> Detailed View
• Choose to customize view for a User
• Insert copied code 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).

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

Update  Team View

After you do the steps below, you should get the following People 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/solutions/demand-and-capacity/people-involvement-tab-create-involvement-approach
• Go to Settings -> Detailed View
• Choose to customize the view for a Team
• Insert copied code 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