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Function documentation Assignment of Project Roles to Tasks  Locate the document in its SAP Library structure

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.

Note

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

Note

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 This graphic is explained in the accompanying text

        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 This graphic is explained in the accompanying text

The role is partially staffed: Required capacity of role > required capacity of assigned task

 

Green icon This graphic is explained in the accompanying text

        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 This graphic is explained in the accompanying text

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.

 

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