Is it possible to use Team Member rule in sourcing projects (full project and single events)

[maimouni]

Hello

We're trying to use Team Member Rule for our sourcing project (full projects and single event RFP/RFI)

I've found some documentaiton (KB0394886 - How do I create a Team Member Rules (TMR) file for my project template) but I can't find same options in our Sourcing Template

In our Team tab > Action, I can see option to download Template, but then I can't see option to upload file completed.

If someone can help and let us know if we need to activate something to use this TMR

Thank you

regards,

[wiehler]

Dear Abdel

I have only experience with a TMR files in FULL projects, we don't use it in event templates.

Please review KB0653157 - Upload option not available for Team Member Rules under Quick Project template:

"As per current system design we do not have option to Upload Team Member Rules files for Quick Project templates. It is available in Full Project templates only."

Kind regards,
Doris Wiehler

[wiehler]

Hello

You can upload the TMR file in the Documents tab. Actions -> Upload -> Team Member Rules.

Also, make sure that the TMR file is connected with a "never matches" condition to prevent the end users from seeing it their sourcing projects.

Good luck and kind regards,

Doris Wiehler

[maimouni]

Hello Doris

Thanks a lot for your prompt reply and support

For our contracts we already use this TMR file in Document section. For FULL PROJECTS Template I can also see this option to manage team and add TMR in document tab. But in all my single sourcing Template (RFI and RFP strategic and guided sourcing) I'm not able to upload TMR, even when I try to update version of Template. Is there an option we need to activate for single events?