• [Via the Menu Toolbar – Group New]
  • Click on the New ‘Team’ icon.
• In the popup
  • fill the Team Name and Description
• Save
  • The new Team appears in the ‘Explore Structure’ explorer

Define the Team’s assignment

After having created a team, you list the projects it is authorized to work on. The pool of projects is automatically updated each time a new project is created.

• [Via the ‘Explore Structure’ explorer]

• Select the Team you want to define
  • [Via the working area – Team assignment section]
    • For each project type, tick in the accessible column the check boxes of the projects the team will access:
    • either ‘All’ projects
    • or a selection of available projects (if ‘All’ is unchecked)
  • Save

Please make sure that the access rights settings are coherent.

In current CPQ version you need to have access rights opened on the workspace of the CP you want to re-use in your other CPs.