Assign Setup Tasks

If users with various functional responsibilities within your organization are entering setup data related to their functional expertise, then assign the appropriate setup tasks to those users.

Assign due dates to monitor their progress. If needed, you can also reassign tasks from one user to another.

Initial Assignment

To assign setup tasks to functional users for the first time, follow these steps:

1. Click Navigator > My Enterprise > Setup and Maintenance.

2. In the Setup and Maintenance work area, select Manage Implementation Projects from the Tasks panel tab.

3. On the Manage Implementation Projects page, open the implementation projects whose tasks you want to assign to users.

4. Select one or more tasks or task lists from the task list hierarchy.

5. Click Assign Tasks to go to the Assign Tasks window.

6. Search and select one or more users to whom you want to assign your selected tasks or task lists and click Apply. Selected users are added to the Assigned Users table in the Assign Tasks window.

7. Repeat search, select and apply to add additional users if needed. Click Done when you finish adding to return to the Assign Tasks window.

8. To assign the same due date to all the assigned users, select the Assign same date check box.

9. To assign a different due date to each assigned user, click the Due Date column in the Assigned Users table and select a due date for each assigned user.

10. Add notes for your assigned users, if necessary. Click Save and Close to return to the implementation project.

Reassignment

To reassign setup tasks from one user to another, follow these steps:

1. Click Navigator > My Enterprise > Setup and Maintenance.

2. In the Setup and Maintenance work area, select Manage Implementation Projects from the Tasks panel tab.

3. Click Overview.

4. On the Implementation Projects: Overview page, from the Assigned Users table, search and select the implementation project whose assignment you want to change.

5. Click the Assignment Details tab in the Implementation Project Details region.

6. Search and select the task whose assignment you want to change and click Reassign Tasks.

7. In the Reassign Tasks window, select the user to whom you want to reassign the task from the New User menu.

8. Select a new due date if necessary.

9. Click Save and Close.

10. Repeat the steps to reassign more tasks if necessary.