Use the Altus for Teams app
This app provides native access to Altus directly from Microsoft Teams.
Open Altus in Microsoft Teams
When you launch Microsoft Teams, select Altus from the left navigation bar.
If Altus is not displayed there, select the ellipsis (…) to display additional apps, then open Altus.
Tip:
Pin Altus to the Teams navigation bar if you use the app regularly.
Available Areas
Depending on licensing, security configuration, and your permissions, different areas may be displayed in the Altus app for Microsoft Teams.
These may include:
- Projects
- Programs
- Portfolios
- Proposals
The following applies:
- The available tabs depend on which Altus components are enabled and licensed for your organisation.
- Within each tab, you will only see items for which you have the required permissions.
- Available links and actions depend on the configuration of the individual Project and your access permissions.
Use Project Links
Depending on the Project configuration, different icons may be displayed to provide quick access to connected areas, for example:
- Project Schedule
- Altus
- Microsoft Teams
- SharePoint
Tip:
The links displayed are context-aware. Not every Project will therefore display every available icon.For example, if a Project has not yet been associated with a Microsoft 365 Group, the related Teams and SharePoint links may not be available.
If these components are configured later, the corresponding links may become available.
Open the Project Schedule
The first icon opens the schedule management tool configured for the Project, where an appropriate link is available.
The tool used depends on the Project's Schedule configuration.
Open the Project in Altus
The Altus icon opens the corresponding Project record in Altus.
From there, you can view and update non-schedule Project information, such as:
- Risks
- Issues
- Deliverables
- Decisions
- Changes
- Other Project information
The information and editing options available depend on your permissions.
Open Microsoft Teams
If the Project is connected to an appropriate Microsoft 365 Group and Teams environment, the Teams icon takes you directly to the corresponding Project area in Microsoft Teams.
Important:
You need the appropriate permissions for the Microsoft 365 Group or Teams environment associated with the Project for the link to work.
Open SharePoint
If an appropriate Microsoft 365 Group and SharePoint environment is available for the Project, the SharePoint icon takes you directly to the corresponding SharePoint area.
Important:
The SharePoint link is only available or usable where the relevant Microsoft 365 and SharePoint configuration has been established for the Project and you have the required permissions.
Search, Group, and Sort
Use the Search box to quickly find items by name.
You can also:
- Group information using available columns
- Sort lists using available columns
- Narrow the displayed information to the items most relevant to you
The same basic list functionality is available across the different Altus tabs displayed to you in Microsoft Teams.
Important Considerations
- The Altus areas displayed in Microsoft Teams depend on licensing, security configuration, and your permissions.
- Not every Project automatically has Microsoft Teams or SharePoint links.
- Teams and SharePoint functionality may depend on an appropriate Microsoft 365 Group being created or associated with the Project.
- Having access to an Altus Project record does not automatically mean you have access to every connected Microsoft 365 resource.
- The Schedule link displayed depends on the configuration of the individual Project.