Assigning Roles to an Activity
Assign roles to an activity to show which roles are needed to perform the work required for an activity. Perform these steps to assign one or more roles to an activity.
To assign roles to an activity:
- Click Projects.
- On the Projects navigation bar, click Activities.
- On the Activities page, select an activity and click the Assignments detail window.
- In the Assignments detail window, click Assign... and select Role.
- In the Select a Role dialog box:
- Select a role.
- Click Show Usageto view the role usage and optionally change the Start and Finish fields to customize the visible portion of the usage chart.
- Click Assign.
Tips
- The Assignments detail window enables you to see all resources and roles assigned to any activity. You can also assign roles to an activity from the Actions menu on the Activities page.
- A setting in your preferences determines whether the role limit includes the limits of resources assigned that role as a primary resource, but that are currently set as inactive.
Related Topics
Assigning Roles to Multiple Activities
Last Published Tuesday, March 26, 2024