Table of Contents

Groups and Teams

Overview

A key feature of Altus is the ability for users to manage their project documentation and collaborate with other users on projects. To achieve this, we have leveraged Microsoft Groups and Teams.

Full details on the architecture of Groups and Teams can be accessed here.

Groups and Teams Operation

Creation of Group/Teams

Two methods available for creating groups/teams:

  1. Create Group (Unique)
  2. Add to a Group (Shared)

Create Group

TeamsAndGroups_CreateGroup.png

See Unique Groups in Altus Solution Architecture section.

Add to a Group

TeamsAndGroups_AddToAGroup.png

See Reusable Groups in Altus Solution Architecture section.

Open Group/Team

TeamsAndGroups_OpenInSPandTeams.png

Groups

Document library:

TeamsAndGroups_SpDocumentLibrary.png

Viewing group members:

TeamsAndGroups_GroupMembers.png

Teams

Teams document library:

TeamsAndGroups_TeamsDocLibrary.png

Documents

Once a group has been created, the document tab will be displayed in the project. This provides another window into the document library.

Projects_Form_Documents.png

Drill through folders to Documentation

The documents tab enables users to navigate through any folders created to open the documents stored within their O365 Group. The gif below shows this feature in more detail:

Projects_Form_Documents_DrillThroughFolders

Programs and Portfolios

This functionality also exists for both programs and portfolios and functions in exactly the same way.

Reassigning the Project

There are many organisations that will remove the permission for users to create projects (as this will be controlled by the PMO or EPMO). If the PMO or EPMO create a project, they will be the Owner of the project. To ensure that the ownership is transferred when the project manager is specified, Altus has a process to change the Owner when the project manager is updated. See gif below for how this feature works.

ReassignProject