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:

1. On the Navigation Menu, expand Projects and click Activities.
2. On the Activities page, select an activity and click the Assignments detail window.
   1. In the Assignments detail window, click Assign... and select Role.
   2. In the Select a Role dialog box:
      • Select a role.
      • Click Show Usage to view the role usage and optionally change the Start and Finish fields to customize the visible portion of the usage chart.
      • Click Assign.

Tip:

• 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.