What's a Project Team?

A project team is meant to be a group of people that temporarily work together on a certain project. Users are invited to join the team. This contrasts with a regular (=organisational) team that is created by a platform admin or HR officer and fits into a more traditional, rigid company hierarchy. Users are assigned to these teams by the admin.

Project teams on Unit4 Talent Management

Admins and HR officers

Project teams are disabled on U4TM platforms by default. But if you want to work with project teams, you should contact your success manager. They will enable this feature for you.

Admins can create project teams once the feature is enabled. HR officers with team management permissions enabled will also be able to do this.

Team leaders

If you want to give team leaders the ability to add project teams, this setting should be enabled on their role.

Go to Settings > Roles and Permissions tab. Select the Team Leader role in the sidebar and click on the name of a Team Leader role (or click on 'Edit' from its options on the right).

Now enable the 'Team leaders can create project teams' toggle and click 'save changes'.

How to add a project team

The process is very similar to how you would create a regular team. You just have to change the type of the team at the bottom.

What's the difference between a project team and an organisational team?

Project teams have almost the same scope and permissions as normal organisational teams. But there are some differences:

  • Project teams cannot be hierarchical
  • When a project team leader or admin adds a user to their project team, the user first has to confirm this. If the user declines the invite, they will not join the project team. 
  • Conversations done with other team leader are not visible for the project team leader(s)

Project team invitation

If a user is invited to be part of a project team, this will be visible on the Feed of the user:

If he/she clicks on it, a pop-up screen will appear with the conditions of the project team. You can accept or decline the invitation.