Assigning Task Allocation by Project Role

Project Leaders can select a project or any of its tasks or subtasks in the WBS structure browser and then assign task allocations by project role. If a task is not associated with any Project Role, then all the project members are available to select as an assignee.

If a task is associated with a Project Role, such as Financial Reviewer, then only the project members having the Financial Reviewer role are available to select as an assignee.

Only Active tasks are available for assignment. Tasks that are in the Review or Complete state are not available for assignment. If the task selected for assignment is a summary task (a task having subtasks), the Assign page includes the selected task and all subtasks.

Before you begin: View the WBS for the project in the WBS View. See Listing WBS Tasks within a Project or Task.

  1. Select the project or tasks/subtasks in the WBS structure browser.

  2. Click Assign by Project Role in the Actions menu on the page toolbar.



    For each task, this page lists these details:

    Task Name. Name of the selected task. Click to view the task's WBS and Categories menu in a new window.

    Project Role. Project Role defined for this task.

    Name. Lists the persons in the project, including the owner of the task even if that person is not a member of the project, and one or more assignees even if they are not members of the project.

    Owner. If selected, this person owns this task. If clear, this person does not own this task. Only one person can own a task.

    Assignee. If selected, this person is assigned to this task. If clear, this person is not assigned to the task. Multiple people can be assigned to a single task.

    Allocation. The percentage of the person's time allocated to the task. The allocation cannot be greater than 100 or less than 1. The default allocation is 100%.

    FTE (Full Time Equivalent). To view the Resource Loading Report for a person, click . See Viewing Resource Loading For a Person.

  3. To change the owner, click the option button for the person that you want to own the task.

  4. To designate assignees, check the boxes for all persons you want to assign to the task.

  5. Type the percentage of the person's time allocated to the task. The allocation cannot be greater than 100 or less than 1. The default allocation is 100%.

  6. Click Apply.

    An email notification will be sent to all Task assignees.