The system needs bounded "blueprints" to know exactly what shapes and sizes of teams it is operationally allowed to build. A Formation is a potential team template linked to an Operations Center that establishes hard systemic limits for the algorithm. For example, setting the Composition and Cardinality to 2 guarantees the algorithm will never attempt to assign three people to that specific heavy-lifting team type.
Follow the UI path
All instructions start on this system path:
Features > Core > Resource Management > Formations
Create a new formation
To define a new default formation:
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At the bottom of the Formations page, click New Formation.
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Enter the required information:
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Code and Description: Mandatory identifiers.
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Operations Center: Mandatory organizational division.
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Formation Composition: Select the minimum number of members required.
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Cardinality: Maximum number of members to consider.
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Type of Team: Choose Single, Binary, or Ternary.
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Working Hours Type and Transport Mode: Set scheduling and travel modalities.
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Calendar: Choose an active calendar type.
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Click Insert.
What’s next
Configure the skills and constraints for your formation. See Configure Formation Skills and Divisions.