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Agile Product Lifecycle Management Product Portfolio Management User Guide Release 9.3.3 E39293-01 |
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# 5 Participating in Projects

This chapter addresses the actions you can perform as a participant in a project.

## 5.1 Working on Assignments

The Home page My Assignments tab shows a list of your assignments. You can accept, decline, and edit these assignments, or take other actions as appropriate.

### 5.1.1 Accepting Assignments

You can use the Home page My Assignments tab Accept function to accept multiple activities or action items at one time. The accept action applies to:

- Activities where you are the delegated owner.

- Project activities assigned to you.

- Action items whose status is Not Accepted and you are the assignee.

To accept assignments on the My Assignment tab:

1. Click the Home button to display the Home page.

2. Click the My Assignments tab to display your list of assignments.

3. Select one or more rows in the table.

4. Click the Accept button.

The selected objects are accepted.

### 5.1.2 Declining Assignments

You can use the Home page My Assignments tab Decline function to decline multiple activities or action items at one time. The decline action applies to the:

- Activities where you are the delegated owner.

- Action items whose status is Not Accepted and you are the assignee.

When you decline an activity, you must enter a reason.

To decline assignments on the My Assignment tab:

1. Click the Home button to display the Home page.

2. Click the My Assignments tab to display your list of assignments.

3. Select one or more rows in the table.

4. Click the Decline button.

5. If one or more of the selected rows are activities, you must enter a reason why you are declining the activities. Enter your reason in the pop-up dialog and click Send.

### 5.1.3 Editing Assignments

You can edit the assignment attributes in the My Assignments tab table. You must have the appropriate Modify privileges for the editable fields.

For example, depending on your privileges, for an activity, you can edit the Status, Percent Complete, Actual Hours, and Due Date.

To edit My Assignment table rows:

1. Click the Home button to display the Home page.

2. Click the My Assignments tab to display your list of assignments.

3. Locate the row of the assignment you want to edit.

4. Within the row, double-click a table cell to make the field editable.

5. Make the desired modifications.

   The editable fields are determined by which fields your Agile administrator has included in the assignments table and your modify privileges.

6. To duplicate an existing cell value across multiple cells:

   1. Select the range of cells that you want to fill with the same value.

   2. To deselect a cell within the range, press CTRL and click on the cell.

   3. From the More dropdown menu, choose Fill Up or Fill Down as appropriate.

   4. When you are finished, click Save.

### 5.1.4 Mark Assignments Complete

You can use the Home page My Assignments tab Mark Complete function to mark as complete multiple activities or action items at one time.

If you have not accepted an action item, you cannot mark it as complete. Accept the action item first and then mark it as complete.

When you mark an activity as complete, the Percent Complete field is automatically set to 100%.

To mark assignments as complete on the My Assignments tab:

1. Click the Home button to display the Home page.

2. Click the My Assignments tab to display your list of assignments.

3. Select one or more rows in the table.

4. Click the Mark Complete button.

The selected assignments are marked complete.

### 5.1.5 Flagging Assignments

On the Home page My Assignments tab, the flag icon included in each row is a useful assignment management tool. Because you can sort assignments according to whether or not they are flagged, you can use the flag to indicate assignments that you want to track differently from other assignments. The flags on your assignment table appear only on your My Assignments tab, so you can decide how you wish to use them.

To set or unset the flag in a single assignments table row:

1. Click the Home button to display the Home page.

2. Click the My Assignments tab to display your list of assignments.

3. Click the flag icon in the row you want.

   - If the flag is not set, clicking it toggles the flag to set: .

   - If the flag is set, clicking it toggles the flag to not set: .

To set the flags in multiple assignments table rows:

1. Click the My Assignments tab to display your list of assignments.

If desired, use the Views dropdown list or the filter to sort which assignment rows are displayed.

1. Select the rows you want to flag.

2. Choose More > Add to Flagged View.

To unset the flags in multiple assignments table rows in the flagged view:

1. Click the My Assignments tab to display your list of assignments.

2. In the Views dropdown list, choose Flagged.

3. In the flagged assignments view, select the rows you want.

4. Choose More > Remove from View.

### 5.1.6 Reporting Time

A resource who has been assigned tasks on one or more projects can use the Timesheet feature to report actual hours spent on each task. Reporting can be done on a daily or weekly basis. To be able to report time, the Detailed Timesheet Entry SmartRule must be set to Allow in Java Client, and Timesheet tab visibility must be enabled in your user preference settings.

When a team member enters time data against a particular project task in the Timesheet, the hours reported are added to the Actual Hours recorded on the Team tab for that task. The labor cost and any other information impacted by the number of hours this resource has worked on the project are then automatically recalculated.

You can only report time against a leaf-level task that is In Process. You cannot report time against a root project. Only In Process tasks will be displayed in the Timesheet tab.

To report time against a particular task:

1. In the Timesheet tab, select the row for the task.

2. Enter actual hours worked in the columns for each day of the week. Double-click within the cell to make it editable. You can also simply fill in the Total column with actual hours for the whole week. For example, if you fill in 40 hours in the Total column, this value is equally distributed as 8 hours each for Monday through Friday.

3. Click Save to save your data.

## 5.2 Subscribing to Events

The events you can subscribe to vary per object. Product Portfolio Management has the following Activity-specific subscription events that do not apply to other objects:

- Add Discussion

- Reply to Discussion

- Add News

- Add Action Item

- Modify Schedule

The Apply to Children checkbox in activities and gates "push" a subscription to all child objects. If you subscribe to an activity that has a schedule and select this checkbox, you will automatically subscribe to all of the activity's projects, programs, phases, and tasks (that is, any object created in the out-of-box subclasses of Activities class). Since Page Two and Page Three fields can be defined differently for projects, programs, phases, and tasks, any of the attributes that do not apply are ignored.

## 5.3 Changing Workflow Status

The workflow status of leaf objects (objects that have no children) can be changed using the Change Status button. The status of parent objects cannot be changed directly, since it is changed by rolling up the status from leaf-level objects. You must have the appropriate privileges; by default, the Program Manager and Program Administrator roles have the required privileges.

The Change Status button is only available for objects whose Template field is Active in the General Info tab. You cannot change the status of objects whose Template field is Proposed or Template. Changing the Template field must be done at the parent level, and child objects are automatically moved to the Template value of the parent.

If you have added a Functional Team to the project, members of this team are automatically included in the Change Status dialog as the designated approvers, acknowledgers or observers for the proposed change of status. If you have not added a Functional Team, you can manually add each of the approvers, acknowledgers or observers.

For detailed information on using the Functional Teams feature, see the Getting Started with Agile PLM Guide.