A team in The Anywhere Platform is a representation of a group of people within your organisation hierarchy. Within your organization these may be known as organization units, departments or business units.
This page shows the details of a team, including basic information such as the name, parent team, region and team leader. This page is the launch point for managing a team including budgeting, cost and benefit tracking, risk management, organisational maturity as well as performance measurement and reporting.
Teams are created from the Organisation Tree
When creating a team, the following attributes will be available.
Click on the Tick icon to create the team. Other team functions such as adding team members can be performed once the team is defined.
Click on the pencil icon in the Team Details section to change the basic information.
The team health is based on monthly reports submitted for the team. These represent a snapshot of the health of a team.
To view previous monthly reports, click on the drill-down arrow in the Health section. This will display the Organization Unit Reports page.
To run a monthly report for the team, click on the drill-down arrow in the Health section. This will display the Organization Unit Reports page from which it is possible to submit a monthly report.
The financials section of the team page shows a summary of financial metrics for the team.
To edit the team financials, click on the drill-down arrow in the financials section. This will display the Financial Plan from which it is possible to edit costs, budgets and benefits. Baselines can also be taken of the financial plan and an allocation model can be defined to support cross-charging of costs to other organization units.
The Current Members section of the team page shows membership of the team
New members of the team can be added by clicking on the '+' icon within the section next to the category of person to be added. These are: Managers, Members, Sponsors and Customer Approvers.
To remove a team member click on the 'x' icon to the top right of the person's profile image.
A team's maturity level is shown in the maturity section of the team page.
The maturity score is based on scorecard reports being submitted for the team. Scorecards are a periodic assessment of the team's maturity and use a questionnaire based approach. The questionnaire in use is defined as one of the team's basic attributes. Refer to the section above 'Team Creation'.
Teams can view a summary of their operational risks by using the risk heatmap. This maps the number of risks by impact and probability.
Click on the drill-down arrow to navigate to the Risk Analysis page. This page will show details of the risks logged for the team and allow editing of the risks.
To create a new risk for the team, click on the menu and select 'Submit New Form' from the 'Forms' section. As a pre-requisite, a suitable risk form must have been configured for your organization.