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Configuring Activity Roles

You can configure role information for activities.

To configure activity roles:

  1. Open one or more projects in the Projects section using one of the following methods:
    • Click "" Projects to open the last project or group of projects you were working with.
    • Click the "" Projects menu and choose one of the most-recently used projects or group of projects.
    • Click the "" Projects menu and choose Open Projects to select a project or group of projects by portfolio type, EPS node, or project code.
  2. On the Projects navigation bar, click "" Activities.
  3. On the Activities page, select an activity and click the Assignments detail window.
  4. In the Assignments detail window:
    1. Select a role.
    2. Add the columns you need to configure to the detail window. See Showing or Hiding Columns in a Table.
    3. Select an option or enter a value for each field.
  5. In the Assignments detail window, click "" Apply Changes (Ctrl+S).

Tips

You can also configure activity roles from the Open Requests for Resources portlet of the Dashboards page.

Related Topics

About Roles

Assigning Activity Roles

Assigning Resource Curves to Resource or Role Assignments from the Activities Page

Assignments Detail Window of the Activities Page


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