Previous Topic

Next Topic

Book Contents

Assigning Activity Roles

Assign roles to an activity to show which roles can perform the work required by that activity.

To assign a role to an activity:

  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, click "" Assign Role and Save (Ctrl+Alt+O).
  5. In the Select Role dialog box, assign roles and click Close.

Tips

You can also assign roles from the Resources section, the Open Requests for Resources portlet of the Dashboards page, or the Activities page Actions menu. To assign roles from the Actions menu of the Activities page, select an activity and click Assign Role on the Actions menu.

Related Topics

About Roles

Configuring Activity Roles

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

Assignments Detail Window of the Activities Page


Copyright information