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Assigning Workgroup Activities

Assign activities to a workgroup to relate them to a specific segment of a project.

To assign activities to a workgroup:

  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 "" Workspace.
  3. On the Workspace page:
    1. If more than one project is open, select a project from the Select Projects list.
    2. Expand the Workgroups portlet and select a workgroup.
  4. On the Workgroup Workspace page, expand the Activities portlet.
  5. In the Activities portlet, click Assign.
  6. In the Select an Activity dialog box, assign activities and click Close.

Tips

  • Any issues and documents associated with the assigned activity are automatically assigned to their respective portlets in the workgroup.
  • If the Workgroups portlet is not available, add it to the workspace. See Configuring Workspace Content.
  • If the Activities portlet is not available, add it to the workspace. See Customizing Workgroups.
  • You can also access workgroups from the My Workgroups portlet of the Dashboards page.

Related Topics

Working with Workgroups

Assigning Documents to Projects

Creating Workgroups

Customizing Workgroups

Creating Workgroup Issues

Sending E-Mail to Activity Resources

Activities Portlet of the Workgroup Workspace Page


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