Teams View
The Teams View focuses on team-based scheduling, allowing you to assign projects to entire crews rather than individual employees. This view is ideal for operations where multiple field technicians work together as coordinated units.
Understanding Teams
Teams in DrillerDB represent groups of employees who work together on projects. A team typically includes a lead driller, helper, and any other crew members needed to complete the work. Teams can be pre-configured in your company settings with permanent members or assembled ad-hoc for specific jobs.
Team Scheduling Mode
The scheduling system operates primarily in team mode, where all projects are assigned to teams rather than individuals. This reflects the reality of drilling operations where work requires coordinated crews rather than solo technicians.
When viewing the scheduling system, you'll see projects organized by team. Each team's schedule shows their upcoming work in sequence, with the system automatically calculating appropriate start dates based on estimated hours and the team's current workload.
Team Composition
Each team card in the scheduling interface displays the team name and lists all current team members. Members are shown with their roles, such as Lead Driller, Helper, or Equipment Operator.
Team composition can be edited from the team management interface in your settings. When you modify a team's membership, the changes immediately reflect in the scheduling system and field technicians receive updated team rosters on their mobile devices.
Assigning Projects to Teams
To assign a project to a team, use the project selector at the bottom of the team's card in List View. Search for an unscheduled proposal or work order, then select it to add it to the team's schedule.
Alternatively, in Calendar or Gantt view, you can drag a project from one team to another to reassign it. The system updates the schedule for both teams, recalculating dates to account for the workload change.
Team Availability and Capacity
The scheduling system considers each team's current workload when suggesting schedules. If a team already has several projects queued, newly added work automatically schedules further in the future. This prevents overloading teams and ensures realistic timelines.
You can see each team's upcoming workload at a glance by reviewing the scheduled dates on their projects. Teams with gaps in their schedule have capacity for additional work, while teams with continuously scheduled projects through coming weeks are at full capacity.
Team Colors
Each team is assigned a color used consistently throughout the scheduling system. Team colors appear in Calendar View as the event block color, in Gantt View as the bar color, and in List View as accent colors on project items.
Team colors help you quickly identify which team is assigned to which project across all views. Colors are assigned automatically but can be customized in team settings if needed.
Team Communication
When projects are assigned to teams, all team members receive notifications about the schedule. Field technicians can see their team's upcoming projects on their mobile devices and receive alerts when schedules change.
Team-based communication in DrillerDB ensures everyone on the crew knows about upcoming work, schedule changes, and project details. This reduces miscommunication and helps teams prepare equipment and materials in advance.
Historical Team Performance
The scheduling system tracks team performance over time. You can view which teams completed projects on schedule, which teams frequently finish ahead of time, and which teams need additional support or training.
This historical data helps with future capacity planning and can inform decisions about team composition and resource allocation.
Managing Multiple Teams
For companies with multiple field crews, the Teams View provides clear visibility into each team's workload. You can quickly compare schedules across teams to balance work fairly and identify opportunities to shift projects between teams if needed.
When one team has capacity while another is overloaded, you can reassign projects by dragging them between teams in List View or changing the assignment in the project details modal.
Team Scheduling Best Practices
For optimal team scheduling, maintain consistent team composition as much as possible. Stable teams develop better coordination and efficiency over time.
Assign projects in geographic clusters when possible to minimize travel time between jobs. The map integration in List View helps visualize geographic distribution and optimize routing.
Review team schedules regularly, especially when new proposals are approved or project timelines change. Proactive schedule management prevents last-minute changes and keeps teams informed of their upcoming work.