Assigning Events to a Group

Use

Use this procedure to assign events to a group, so that you can monitor dates for selected events and components together. For instance, you can group events together that describe the progress of the procurement process.

Rather than manually assigning events to a group, as described below, you assign a scheduling scenario to the group. The events and scheduling parameters are then copied automatically to the group. For more details, see Scheduling Scenarios .

Prerequisites

  • You have defined events in Customizing the Project Syste m under Start of the navigation path Material Next navigation step Monitoring Dates End of the navigation path .

  • You have created groups for the selected components in Monitoring Dates .

Procedure

If you are already on the Groups overview screen, start at step 4.

  1. Choose Logistics or Start of the navigation path Accounting Next navigation step Project System Next navigation step Material Next navigation step Planning End of the navigation path or Start of the navigation path Execution Next navigation step Monitoring dates. End of the navigation path

  2. On the initial screen, enter the object(s) for whose components you want to monitor the dates. Such an object could be:

  • A Project

  • A WBS element or a range of WBS elements

  • A network or a range of networks

If required, enter a profile for monitoring dates. In a profile you can pre-define in Customizing which date types are displayed, the traffic lights, and the scheduling settings.

  1. Choose Groups .

  2. The Groups overview screen appears. If no groups exist, first create groups for the selected components.

  3. Select a group and choose Event .

  4. An overview of the events appears. On the left-hand side you can see the events that have been assigned to the group, and on the right-hand side the events that have been defined in Customizing but have not yet been assigned to the current group.

  5. Use the arrow icons to assign events or to delete assignments:

  • To assign individual events, select the events and choose .

  • To assign all the events, choose .

  • To delete individual assignments, select the events and choose .

  • To delete all the assignments, choose .

  1. If you want to schedule the events, enter the order of the events and the time offset between consecutive events. For more details, see Scheduling in Monitoring Dates .

  1. You can also enter a tolerance for the date variance. This determines how large the variance in days for the different date types for this event is allowed to be before the traffic light changes color and the event is highlighted.

  1. Depending upon whether you only want to create groups or continue working in Monitoring Dates , leave the Events screen as follows:

  • If you want to leave Monitoring Dates , choose to save the assignments.

  • If you want to assign the group more components or change the existing assignments, choose Components .

  • If you want to go to the dates overview, choose Dates .