Working with Resource Assignment Types

Resource Assignment allows you to manage responsibility charting. You can identify functional areas, key activities, and decision points by defining roles and responsibilities. There are four different types of resource types (RACI) that you can assign in a project:

• Accountable (A): Individual who is ultimately responsible for a project with a yes/no authority. One function can have only one accountable person.
• Responsible (R): Individual working on the activity and responsible for action and execution of the plan.
• Consult (C): Individual who must be consulted prior to a final decision or action. This involves a two-way communication.
• Inform (I): Individual that needs to know of the decision or action. This is usually a one-way communication.

Adding a Resource Assignment Type

To create a new resource assignment type:

1. Click the Application Configuration tab.
2. Select the Resource Assignment Types/ RACI link. You will see a list of all the existing resource assignment types.
3. Click the Create New Assignment Type button. The Create Resource Assignment Type page is displayed.
4. In installations that have multiple initiatives configured within the same system, select the appropriate initiative from the Initiative pull-down menu.
5. Enter a name and a short name for the new assignment type.
6. Select Yes to enable this assignment type.
7. Select Yes to add this type towards project finance calculation.

   If Consider for Project Finances setting is Yes, then AET effort flows to finances. If set to No, then users assigned with this assignment type will not have their effort on the activity monetized into the project finances

8. Enter the Sort Order for this new assignment type. You can click the Order of Existing Types link to view the existing list before entering a number in this field.
9. Click Save.

Editing a Resource Assignment Type

To edit an existing resource assignment type:

1. Click the Application Configuration tab.
2. Select the Resource Assignment Types/ RACI link. You will see a list of all the existing resource assignment types.
3. Click the Edit link associated with the resource assignment type you want to modify. The Edit Resource Assignment Type page is displayed.
4. Make the required changes and click Update to save your changes.

See Also

Application Configuration

Configuring Roadmaps

Configuring Status Indicator

Project Settings

Configuring Organizational Hierarchy

Configuring Status Reports

Calendars

Routing

Configuring Custom fields

Configuring Classification Fields, Resource Pulldown Values and Alignment Pulldown Values

Configuring Pulldown values