Organizations and team

An Organization is the client or internal business unit for which an engagement is delivered. Its name, relationship state and contact details provide context before a Project Manager creates a booking. A team member represents a person doing or owning delivery work. The profile carries practice, role, region, active state and weekly capacity hours. Bookings, work groups, assigned items, confirmations, conflicts and constraints can each point to a team member in the relevant owner or assignee field.

That separation helps a delivery lead review a busy engagement. The booking owner is accountable for the whole engagement. A work group owner can organize one part of it. The person assigned to an item can update that work, while a checkpoint or exception has its own owner. Those assignments can differ, so each record should name the person expected to act. The team profile also shows rollups for assigned and logged hours that can help a manager prepare a discussion about future work.

• Client context. Organizations give bookings a business owner and contact context.
• People. Team members carry delivery role, practice and weekly capacity information.
• Responsibility. Each operating record points to its relevant owner, assignee, reviewer or actor.

Agree who maintains organization contacts and relationship state. Keep internal and client organizations named consistently so bookings can be grouped without duplicate accounts. Decide who maintains team member active state and weekly capacity hours. A lead should confirm that a person is active before giving them new work. Define how a practice lead or manager is represented in your team directory, and review access separately from a person’s delivery role. The Users record governs application identities; a team member profile describes delivery participation.

Create an organization for an upcoming engagement and a team member who will own delivery. Give the booking that organization and owner. Add a work group with a different owner, then assign an item to the person doing the work. In Active Bookings, the Project Manager should find the overall owner. In Booking Resources In Flight, the Delivery Lead should find the assignee. In My Booking Resources, the team member should find their own assignment. A later conflict can be given another owner without changing the booking owner.

When a team member becomes inactive, review their open assignments and exception ownership before changing the profile. An inactive state provides a clear signal for future planning, while the historical bookings and decisions should still be understandable to the delivery team.

• My Bookings — Engagements owned by the signed-in delivery owner.
• My Booking Resources — Assigned work with dates and its current state.
• Active Bookings — Client and internal engagements with accountable owners.

Start with booking setup and work execution.