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Metadata Field | When Required | Supported Values | Description | Example | ||
|---|---|---|---|---|---|---|
IsPersonalTeam | Optional; when setting a Project Team | True | Sets up the team as a project personal team. |
| ||
Optional; when setting a Project Team | False | Sets up the team as a Microsoft Teams public/private team. | ||||
RoleCode | Optional; when setting a Project Team | Text | Sets the code of the role to use in the project.
| ResponsibleAtty |
Sample CSVs
File | Description | ||||||||
| Manages a project team and its members. This sample is using iManage but can be used with other systems. | ||||||||
| Manages a project team and removes a user and group from iManage, with IsPersonalTeam set to 0. | ||||||||
| Manages a project team and adds a user and a group separately to iManage, with IsPersonalTeam set to 0 | ||||||||
| Manages a project team and adds a user and a group separately to iManage, with isPersonalTeam set to 1 | ||||||||
| Manages a project team and adds a user and a group separately to iManage, without IsPersonalTeam value. | ||||||||
| Manages a project team and adds a user and a group to iManage, with IsPersonalTeam set to 0. | ||||||||
| Manages a project team and removes a user and a group from NetDocuments, without IsPersonalTeam value. | ||||||||
| Manages a project team and adds a user and a group to NetDocuments, with IsPersonalTeam set to 0. | ||||||||
| Manages a project team and adds a user and a group to NetDocuments, with IsPersonalTeam set to 1. | ||||||||
| Manages a project team and adds a user and a group to NetDocuments, without IsPersonalTeam value. | ||||||||
| Manages a project team and adds a user and a group to iManage, with IsPersonalTeam set to 1, and ImanageDynamicGroupCreation set to 1. | ||||||||
| Links Teams with a Project Team | ||||||||
| Fileshare Project Team CSVs | ||||||||
| Manages a project team and removes members from FileShare. |