Assignment of Roles to Tasks
You use this function to assign roles to individual tasks.
You have the following options:
You can assign any number of roles to each task.
You can distribute the work of one task over multiple roles.
NoteNote that the validity periods of the tasks and roles must overlap. If they do not, the system issues a message.
End of the note.You can restrict the time frame of a role assignment.
You can delete assignments (see Deleting a Task Assignment).
Integration
You use this function if you want to assign multiple roles to a single task. If, on the other hand, you want to assign multiple tasks to a single role, you can use the task assignment view.
The
Tasks
view provides an overview of all tasks to which you are assigned by means of a role (see Project List).
Prerequisites
If you want to assign multiple roles or resources to a task at the same time, you have made the appropriate entry for area
0006 User Interface Settings
, setting0036 Assignment of Multiple Roles to Tasks at a Time
in Customizing forSAP Portfolio and Project Management
under
Project Management
Basic Settings
Override Default Global Settings
.You created tasks in the structure tree. 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 project structure displays the tasks with their current status.
You see the roles that are already assigned to the selected task in the upper screen area. You can make new assignments. You specify the following:
The time frame for which you want the role to be assigned
The work that you want to assign to the role
NoteThe work planned for a task does not restrict staffing. You can overbook if necessary.
End of the note.The time unit for the work
The Roles for Current Project
group box lists all roles. The following information is displayed for each role:
The status:
Icon
Description
Red icon
There are no tasks assigned to the role.
The role has been assigned a task with work = 0.
Yellow icon
The role is partially staffed: Demand of role > demand of assigned task
Green icon
The role is fully staffed: Demand of role = demand of task
Green-yellow icon
The role is overstaffed: Demand of role < demand 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 role to a task and leaving it open as to which resources are involved in the completion of the task, you can also select a resource that staffs the role and assign it to the task straight away.