when looking at the Team tab for a program, I can see the roles associated with the projects under it. I need to be able to see the people.
Well, my answer then is don't use Program feature except for anything that aligns with PMI definition of a program. I try to have this discussion - we don't run programs according to PMI definition. And, we don't use the Program feature in CA PPM, because it doesn't offer the features that our product launch managers need - despite all this, we still call 'em programs, even though they are really projects - by definition and use.
We used to think risks/issues/actions were all the same thing - now we know better. I have hope, yet, for our use of the words 'program' and 'project!'
IFF one really had a Program per PMI, PRINCE2 and other definitions and/or one can't change the culture of one's company fast enough, then your suggestion (David's) for a portlet is best - create a new portlet and put it on the Program's Dashboard tab.
Create an Idea for enhancement, perhaps an option to allow user to select 'Display Roles or Resources' on Program\Team page. But go now with the new portlet idea - otherwise you'll be waiting a long time before seeing the change in a future release.
Also, one might consider using one of the other investment types. We've had some discussion about using Product feature in place of Programs - we do, after all, sell a product, and it stays open until EOP (end of production). Basically, what we call a Program, in reality, is really a Product - we sell a product, create launch projects, close the projects after launch, then support the product over its life with maintenance, change projects, etc.
And, these other investment types show Resource Name in the Resource column of their Team\Staff pages, unlike Programs!
What do you think? Worth a look?
When i go to the Team / Staff screen then I see roles and resources?
(I see roles only on the Role Capacity screen)
when we assign a person resource a project role then their name disappears from the Team tab and is replaced with their project role.
Ahh so it does. Sorry ; I don't have any other simple functional answers (apart from "can you get that out of a report")
Technical answers would be ; build a report / build a query / portlet.
OK. thanks anyway. we'll see if someone else chimes in.
On 13.1 and 14.2, I just replaced my Project Team Role on Team\Staff page from "Manager-Project Systems" to "Engineer-Hardware" - in both systems, my name still shows in the Resource column - it has not been replaced by my new project team role.
When doing this, I click into the role field next to my name, select a new role and save change. I do not click on properties icon, resource finder icon or resource allocation icon - just click into Role field and edit in line.
I also tried adding a role to the project first, then replacing the role with a resource, using Resource Finder icon - this worked fine, too (Resource's name appears in Resource column, Team Project Role (which is different from resource's primary role) shows in Role column.
I even tried clicking on the properties icon for the record and changing the team role through the properties screen - still works.
I can't replicate your issue.
We must be doing something different - seems to work fine, here.
^ Program / Team not Project / Team ?
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