Join Team Project (Team Members)

As an individual, your personal historical data is very useful for planning, tracking, and personal process improvement. So the dashboard strives to let you keep all of your personal historical data in one place. You can use a single Process Dashboard dataset to collect all of your personal data, even if you move from team to team and work on many different projects over time. Because of this flexibility, you must tell the dashboard when you are joining a new team project.

Before you can join the project, you must have successfully installed the Process Dashboard. Start the Process Dashboard and leave it running.

If your team is using cloud storage for team data, review and complete the cloud storage team member setup steps.

Then start the joining process by following one of these steps:

The Team Project Setup Wizard will be displayed in your web browser.

Click "Next," and the Team Project Setup Wizard will display a form to collect information about the project. Fields with a white background need your attention, but you can accept the default values that appear in the gray fields. As you click on each field, explanations will appear to help you understand what you should enter.

One of the fields will ask you for your initials. The value you enter here should match the initials that are entered for you in this project's team member list, so your team leader may tell you which initials you should use. As you type, autocompletion will show you matches from the current team list; you can select your name from those autocompletion options if you see it. If you enter the wrong initials during this step, do not worry; you can easily fix them later by opening the Project Parameters and Settings page for this team project.

When the wizard finishes, you can close the browser window.