Use the RFP-Teams preferences to build teams of employees to assign to RFPs, define team member roles and set billing rates. You can also specify whether or not team members can approve entries.
Do the following to create RFP teams:
Select Preferences from the master drop-down list.
Open the RFP folder and click Teams.
Click Add
in the Teams section.
Enter a team name.
Select the Active check box to make this team available for assignment.
Select the Add check box if you want the team assigned to new RFPs by default.
In the Members
section, click Add to assign an employee to
the team. A new line is added to the list of team members.
Select the employee's name from the Member drop-down list.
Select the employee's role from the Role drop-down list.
Enter a value in the Bill Rate column to set the employee's billing rate.
Select the Approve check box if this employee has that authority.
Select the Active check box to designate the employee as an active team member.
Click Assign Project to assign a selected team to a project. You can assign a team to a specific project or by project type.
No employee can be added to a project more than once. If multiple teams
are currently set to Add and
the same employee exists on multiple added teams, only the first instance
of the employee will be added.
Click Update Rates to update the
rates for all employees in the list with rates entered under their default
Charge Rate setting.