Assignment of Project Roles to Tasks 

Use

You use this function to assign project roles to individual tasks.

You have the following options:

·        You can assign any number of project roles to each task.

·        You can distribute the work of one task over several project roles.

You can only assign a project role to a task if the validity period of the task and the project role overlap.

·        You can restrict the time period of a project role assignment.

·        You can delete assignments again (see Deleting a Task Assignment).

Integration

·        You use this function if you want to assign several project roles to a single task. If, on the other hand, you want to assign several tasks to a single project role, you can use the task assignment view.

·        The Tasks initial view provides an overview of all tasks to which you are assigned via a role (see Project List).

Prerequisites

·        You created tasks on the Structure tab page of the Projects initial view. For more information, see Task and Creating Basic Data for a Task.

·        You have administration authorization for the tasks you want to assign.

·        You are in the editing view of a task on the Roles tab page.

Features

The project structure displays the tasks with their current status.

You see the project roles that are already assigned to the selected task in the upper screen area. You can make new assignments. You specify the following:

·        The period for which you want the project role to be assigned

·        The work that you want to assign to the role

The planned work for a task does not restrict staffing: You can exceed it if necessary.

·        The time unit for the work

The Project Roles group box lists all roles. The following information is displayed for each role:

·        Status:

Icon	Description
Red icon	·        There are no tasks assigned to the role. ·        The role has been assigned a task with work = 0. ·        This role with required capacity = 0 is assigned to a task with work > 0.
Yellow icon	The role is partially staffed: Required capacity of role > required capacity of assigned task
Green icon	·        The role is fully staffed: Required capacity of role = required capacity of task ·        A role with required capacity >/= 0 is assigned to a task with work = 0.
Green-yellow icon	The role is overstaffed: Required capacity of role < required capacity of task

·        Assigned roles

Information about how much of the planned work you have assigned to the role and the period in which you want the task to be carried out.

·        Validity period of the assignment

·        Amount of planned work you have already assigned

·        Instead of assigning a project role to a task and leaving it open as to which resources are participating in the completion of the task, you can also select a resource that staffs the role and assign it to the task directly.