Assign activities to an employee in the Capacity alignment personnel

Important! You already need to have the following completed:

• Set up a project schedule including activities.
• Set up employees in the resource pool and described them with roles.
• Assigned the roles to the activities.

1. Select the view Capacity alignment personnel.
2. Click on a role in the table to unhide employees in the context menu.
3. Select the employee to whom you want to assign activities.
   The tab Activities in the window Resource properties lists activities from the project schedule.
   Tip If you have the option Activities with matching role only activated, the employee will be offered only activities to which this role has been assigned.

   

4. Mark the check boxes of the activities.
5. You can, among others, define the utilization and effort of an employee for an activity.
6. Mark the check boxes of the corresponding activities.
7. Click on the button OK.

Employee properties during assignation

In this assignation, you can refine role properties by controlling and defining the following values for each of the activities:

• Readiness of an employee
• Availability of an employee
• Productivity of an employee
• Utilization of an employee
• Absence of an employee
• Effort of an employee
• Notes regarding to an employee.

Selection of activity

During the assignation, you can determine the activity list by activating /deactivating the following options:

• Assigned activities only, lists only assigned activities.
• Activities with matching role only is important for employee assignation. It lists only activities to which a role executed by an employee has already been assigned.

Activities at a specific date

You can filter activities that are due at a specific date.
If you leftclick on a cell showing the result from the row Resource and column Date, you will only be displayed the activities that were defined for this particular period of time.

See also: