About Teams

Note:

The Team Schedule Planner was deprecated in Spring 2025 and was deactivated in Summer 2026. It will be removed in a future release. We no longer support the Team Schedule Planner. For more information, see Deprecated Elements.

In PSA, teams are used to define groups of resources who work hourly shiftClosed A repeating hourly assignment worked across days in a week. assignments in Shift Management. To create or edit teams, see Managing Teams.

Team Management Terminologies
Definition Description More Information

Team Memberships

Team memberships identify resources designated as teamClosed A group of resources who work together during a regularly-scheduled daily shift. members who will work on a shiftClosed A repeating hourly assignment worked across days in a week.. Every time a resource is added to a team, a team membership record is created. To edit team memberships, see Managing Teams.

Team Schedules

Team Schedules include the shifts (team schedule slots), a team works on a given day. The same schedule can be applied to more than one day of the week and can include more than one time slot. T To create or change a team schedule, see Creating a Team Schedule.

Team Schedule Slots

Team schedule slots are time slots used in team schedules to specify a period of time worked in a day by a specified number of resources. To fill team schedule slots, see Staffing a Team Schedule.

Team Schedule Templates

You can create team schedule templates that enable you to quickly use assign team schedules to days of the week.  

Team Schedule Template Slots

Team schedule template slots are time slots used in team schedule templates to specify a period of time worked in a day by a specified number of resources.