Assigning Components to a Group

Use

You use groups to monitor the dates of selected components and events together.

In the dates overview, the system only displays dates for components and events that have been assigned to a group. You can also use groups for filtering and sorting.

If you have entered a profile on the initial screen and this profile contains an entry in the Group field, the system automatically creates an initial group, which contains all the selected components.

Prerequisites

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 Components .

  4. An overview of the components appears. On the left you see those components that have been assigned to the group, and on the right the selected components that have not yet been assigned .

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

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

  • To assign all the components, choose .

  • To delete individual assignments, select the assigned components and choose .

  • To delete all the assignments, choose .

  1. Depending upon whether you only want to assign components or continue working in Monitoring Dates , leave the Components screen as follows:

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

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

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