Collty Help

TEAMS AND PEOPLE

Assemble a larger team from multiple teams

Combine reusable teams in Team Canvas or assign several teams to one project in Project Architect.

01

Choose the right composition level

Collty supports two related but different workflows. Team Canvas creates a reusable team object that can itself contain several source teams. Project Architect creates the delivery composition for one project and can connect several saved, external or hybrid teams to the project plan.

Use Team Canvas when the combined group should be saved and reused. Use Project Architect when several teams need to collaborate on a particular project, with assignments connected to phases, tasks, workload and the project's operating model.

Team compositionActual interface · Example data

Drag a saved team from Library onto the canvas. It becomes a linked team object with its own members; the original team is retained.

A combined team references its source teams without overwriting their records.
02

Build a reusable combined team in Team Canvas

  1. 1
    Open My Teams

    Open Team Canvas from the selected Company Workspace. The Library contains the teams available to the current workspace and account.

  2. 2
    Open the starting team

    A click opens one team as the current composition. Its central team object, specialists and relationships are expanded on the field.

  3. 3
    Add another team

    Drag a different team card from Library onto the field, or use the add-team action in the narrow tool rail. Dragging adds the team; it does not remove the source card from Library.

  4. 4
    Review the expanded structure

    Each source team appears with its own central object and specialists. The larger composition receives a top-level central object for the combined team.

  5. 5
    Name and save the result

    Give the combined team a distinct name, review its top-level settings and save it as a new reusable team record.

  6. 6
    Detach without deleting

    Remove a source team from the combined composition when it is no longer needed. The original source team and its own projects remain intact.

03

Source teams keep their identity and settings

DataHow it behavesWho can change it
Source-team membershipRead from the current source-team recordThe source-team owner or authorized manager
Source-team rates and commercial defaultsUsed from the source record when the viewer and workflow are permitted to use them; not copied into the combined teamThe source-team owner or authorized manager
Combined-team settingsStored on the new top-level teamThe owner or manager of the combined team
Project assignmentsStored on the project composition, not written back into source-team membershipThe project owner and authorized project managers
04

Use several teams in Project Architect

Project Architect is the correct surface for a cross-functional or project-specific hybrid composition. It combines the brief, plan and delivery evidence, so missing capability is evaluated against actual phases and tasks instead of simply joining unrelated teams.

Project ArchitectActual interface · Example data

Review the draft scope, phases and work items. Task cards connect outcomes, responsible roles and estimated effort before the project is activated.

The generated plan remains editable through the board and inspector.
  1. 1
    Open Project Architect

    Choose Project Architect from the + menu on Project Canvas to start with scope and outcomes. Use Team Canvas first when you want to prepare a reusable combined team before planning the project.

  2. 2
    Choose Hybrid team

    Use this mode when the project starts with your own people but still needs external capability. Choose an existing core or create one with yourself as its first member.

  3. 3
    Add your internal core

    Attach one or more saved teams from My Teams. Their real profile IDs become the locked starting composition.

  4. 4
    Find the missing capability

    Architect evaluates the core against the brief and plan, then returns ranked complete hybrid-team variants built from real Professional Profiles.

  5. 5
    Choose one option

    Each option is one complete team, not another team attached to the previous result. Compare role evidence, availability and coverage before applying it.

  6. 6
    Combine teams around the work

    Assign teams and roles to phases and tasks. Architect keeps each assignment connected to the plan, dependencies and expected workload.

  7. 7
    Review workload and commercial context

    Hours and modeled cost appear only when the selected operating model enables them. A no-hours project does not force artificial allocation fields into the plan.

  8. 8
    Activate the reviewed composition

    Save revisions while the structure is being edited. Activate the draft only after the project team, plan and operating rules are ready.

05

The project team can be narrower than the saved teams

A source team may gain new specialists after a project has started. Collty can keep the wider team visible as available context without silently adding every new member to active project delivery.

Active specialists are the people actually assigned to the project. Available or inactive specialists remain visible for deliberate expansion or replacement, but they do not receive project responsibilities until they are activated and the project composition is updated.

  • Use an inactive specialist when you need additional capability later in the project.
  • Confirm participation and access before treating a person as an active project member.
  • Remove or replace a project assignment without deleting the specialist from the source team.
  • Project Workspace, Project Architect and Creative Canvas read the project composition rather than assuming every source-team member is active.
06

Team Canvas or Project Architect?

GoalUseResult
Create a reusable larger teamTeam CanvasA named combined team saved in My Teams
Plan one project with several teamsProject ArchitectA project-specific team composition connected to phases and tasks
Build a reusable team from your own core and external capabilityTeam Canvas hybrid flowOne reviewed and saved hybrid team, ready for project planning
Explore compatibility before a project existsTeam Canvas and Team IntelligenceA reusable composition and team-quality analysis
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