Task Assignment 

Use

You use this function to assign tasks to project roles.

Integration

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

●      The Tasks initial view provides an overview of all tasks to which you are assigned by means of a project 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.

Features

The group box on the left shows the project roles with their status and assigned resources. Here, you select the project role you want to edit on this tab page.

The upper area of the group box on the right shows the tasks you have already assigned to the current project role. You can enter the following data:

●      The time frame of the assignment

The system displays the possible time frame to help you.

●      The work that the current project role is expected to carry out for a task

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

●      The time unit for the work

You can assign more tasks in the lower area of this group box. On the left, the system displays the project structure with all the tasks and the roles that are already assigned to the tasks. The following information is displayed for each task:

●      The time frame in which you want the task to be carried out

●      The required capacity you have already assigned (assigned required capacity/planned required capacity)

●      Status

Icon	Description
Red icon	●      No project roles are assigned to the task. ●      The task has been assigned work = 0. ●      This task with work > 0 is assigned to a project role with required capacity = 0.
Yellow icon	The task is not fully staffed: Required capacity of task > required capacity of assigned project role(s).
Green icon	●      The task is fully staffed: Required capacity of task = required capacity of project role(s). ●      This task with work = 0 is assigned to a project role with required capacity >/= 0.
Green-yellow icon	The task is overstaffed: Required capacity of task < required capacity of role.

 

Activities

You have the following options:

●      You can assign any number of tasks to each project role in a single work step.

It is not possible to assign multiple tasks to multiple roles. If you do this, the system issues the error message Selection for assignments between roles and tasks is invalid.

●      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 one or more resources that staff the role and assign them to the task straight away.

●      You can distribute the work of one task over multiple project roles.

A task can only be selected for a role if the validity period of the task overlaps with that of the project role.

●      You can restrict the time period of a task assignment.

●      If you use staffing by the project lead you can delete assignments at any time. If, on the other hand, you use staffing by the resource manager, you can only delete tasks if they have the status Staffing in Preparation (see Deleting a Task Assignment).

You specify the staffing type in Customizing for Collaboration Projects by choosing Resource Management → Basic Settings for Project Roles → Define Project Role Types.