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Posted to user@ofbiz.apache.org by Pierre Smits <pi...@gmail.com> on 2008/11/24 10:04:49 UTC
How to create teams
When I look at the party module I have following options:
- Create New Party
Group<https://localhost:8443/partymgr/control/editpartygroup?create_new=Y>
- Create New
Person<https://localhost:8443/partymgr/control/editperson?create_new=Y>
- Create Customer <https://localhost:8443/partymgr/control/NewCustomer>
- Create Prospect <https://localhost:8443/partymgr/control/NewProspect>
- Create Employee <https://localhost:8443/partymgr/control/NewEmployee>
But where do I create teams?
And how should I see the 'Create Prospect' function?
Regards,
Pierre
Re: How to create teams
Posted by Vikas Mayur <vi...@hotwaxmedia.com>.
inline.
On Nov 24, 2008, at 2:34 PM, Pierre Smits wrote:
> When I look at the party module I have following options:
>
> - Create New Party
> Group<https://localhost:8443/partymgr/control/editpartygroup?create_new=Y
> >
> - Create New
> Person<https://localhost:8443/partymgr/control/editperson?
> create_new=Y>
> - Create Customer <https://localhost:8443/partymgr/control/NewCustomer
> >
> - Create Prospect <https://localhost:8443/partymgr/control/NewProspect
> >
> - Create Employee <https://localhost:8443/partymgr/control/NewEmployee
> >
>
> But where do I create teams?
You first create an employee (party) from partymgr or humanres then
you can create teams using projectmgr (I think so).
>
>
> And how should I see the 'Create Prospect' function?
Prospect is any party that you think of and has a possibility of
becoming let says an employee in future.
>
>
> Regards,
>
> Pierre
Re: How to create teams
Posted by Vikas Mayur <vi...@hotwaxmedia.com>.
On Nov 24, 2008, at 3:17 PM, Pierre Smits wrote:
> Jacques, Vikas,
>
> Thanks for your elaboration.
>
> I knew already that a team is an informal group of persons, other
> than a
> projectorganisation.
>
> In the project module there is no function to create teams. Unless
> the team
> is created when resources are added to the project. But I haven't
> tested
> that yet.
>
> Let's say that I wanted to create a team of account managers that
> form a
> client team for a group of companies.... How do I do that then?
I guess this is from project perspective? If yes, I do only see the
resources stuff in projectmgr. I do not have much idea about this
functionality in detail but
if it is project manager specific then Hans would be the best person
to answer your question.
Vikas
>
>
> Regards,
>
> Pierre
>
> On Mon, Nov 24, 2008 at 10:33 AM, Jacques Le Roux <
> jacques.le.roux@les7arts.com> wrote:
>
>> A team is a group of persons. You should read Len Silverston's book
>> http://docs.ofbiz.org/display/OFBADMIN/OFBiz+Related+Books
>>
>> Jacques
>>
>> From: "Pierre Smits" <pi...@gmail.com>
>>
>>> When I look at the party module I have following options:
>>>
>>> - Create New Party
>>> Group<https://localhost:8443/partymgr/control/editpartygroup?create_new=Y
>>>>
>>> - Create New
>>> Person<https://localhost:8443/partymgr/control/editperson?create_new=Y
>>> >
>>> - Create Customer <https://localhost:8443/partymgr/control/NewCustomer
>>> >
>>> - Create Prospect <https://localhost:8443/partymgr/control/NewProspect
>>> >
>>> - Create Employee <https://localhost:8443/partymgr/control/NewEmployee
>>> >
>>>
>>> But where do I create teams?
>>>
>>> And how should I see the 'Create Prospect' function?
>>>
>>> Regards,
>>>
>>> Pierre
>>>
>>>
Re: How to create teams
Posted by BJ Freeman <bj...@free-man.net>.
just to clarify
are you looking for a step(s) to create a team that refer to a team?
a team is made up of a party group which the partyID of person are assigned.
Then the roles are assigned to the party group so the parties are
assigned inherit those roles.
I don't know that any UI is created to do this yet.
Pierre Smits sent the following on 11/24/2008 1:47 AM:
> Jacques, Vikas,
>
> Thanks for your elaboration.
>
> I knew already that a team is an informal group of persons, other than a
> projectorganisation.
>
> In the project module there is no function to create teams. Unless the team
> is created when resources are added to the project. But I haven't tested
> that yet.
>
> Let's say that I wanted to create a team of account managers that form a
> client team for a group of companies.... How do I do that then?
>
> Regards,
>
> Pierre
>
> On Mon, Nov 24, 2008 at 10:33 AM, Jacques Le Roux <
> jacques.le.roux@les7arts.com> wrote:
>
>> A team is a group of persons. You should read Len Silverston's book
>> http://docs.ofbiz.org/display/OFBADMIN/OFBiz+Related+Books
>>
>> Jacques
>>
>> From: "Pierre Smits" <pi...@gmail.com>
>>
>>> When I look at the party module I have following options:
>>>
>>> - Create New Party
>>> Group<https://localhost:8443/partymgr/control/editpartygroup?create_new=Y
>>> - Create New
>>> Person<https://localhost:8443/partymgr/control/editperson?create_new=Y>
>>> - Create Customer <https://localhost:8443/partymgr/control/NewCustomer>
>>> - Create Prospect <https://localhost:8443/partymgr/control/NewProspect>
>>> - Create Employee <https://localhost:8443/partymgr/control/NewEmployee>
>>>
>>> But where do I create teams?
>>>
>>> And how should I see the 'Create Prospect' function?
>>>
>>> Regards,
>>>
>>> Pierre
>>>
>>>
>
Re: How to create teams
Posted by Pierre Smits <pi...@gmail.com>.
Jacques, Vikas,
Thanks for your elaboration.
I knew already that a team is an informal group of persons, other than a
projectorganisation.
In the project module there is no function to create teams. Unless the team
is created when resources are added to the project. But I haven't tested
that yet.
Let's say that I wanted to create a team of account managers that form a
client team for a group of companies.... How do I do that then?
Regards,
Pierre
On Mon, Nov 24, 2008 at 10:33 AM, Jacques Le Roux <
jacques.le.roux@les7arts.com> wrote:
> A team is a group of persons. You should read Len Silverston's book
> http://docs.ofbiz.org/display/OFBADMIN/OFBiz+Related+Books
>
> Jacques
>
> From: "Pierre Smits" <pi...@gmail.com>
>
>> When I look at the party module I have following options:
>>
>> - Create New Party
>> Group<https://localhost:8443/partymgr/control/editpartygroup?create_new=Y
>> >
>> - Create New
>> Person<https://localhost:8443/partymgr/control/editperson?create_new=Y>
>> - Create Customer <https://localhost:8443/partymgr/control/NewCustomer>
>> - Create Prospect <https://localhost:8443/partymgr/control/NewProspect>
>> - Create Employee <https://localhost:8443/partymgr/control/NewEmployee>
>>
>> But where do I create teams?
>>
>> And how should I see the 'Create Prospect' function?
>>
>> Regards,
>>
>> Pierre
>>
>>
Re: How to create teams
Posted by Jacques Le Roux <ja...@les7arts.com>.
A team is a group of persons. You should read Len Silverston's book http://docs.ofbiz.org/display/OFBADMIN/OFBiz+Related+Books
Jacques
From: "Pierre Smits" <pi...@gmail.com>
> When I look at the party module I have following options:
>
> - Create New Party
> Group<https://localhost:8443/partymgr/control/editpartygroup?create_new=Y>
> - Create New
> Person<https://localhost:8443/partymgr/control/editperson?create_new=Y>
> - Create Customer <https://localhost:8443/partymgr/control/NewCustomer>
> - Create Prospect <https://localhost:8443/partymgr/control/NewProspect>
> - Create Employee <https://localhost:8443/partymgr/control/NewEmployee>
>
> But where do I create teams?
>
> And how should I see the 'Create Prospect' function?
>
> Regards,
>
> Pierre
>