Assign activities to an employee in the view Employee
utilization
Important! A project schedule including activities and
the employees required in the resource pool should already been set
up at this time.
In order to assign activities to employees, do the following:
- Select the view Employee utilization.
- Select the menu item Project / Filter.
The dialogue box Filter opens.
- Remove the tick of the check box Offer only
used resources for selection to view all employees from the
resource pool in the list.
- You can mark the check box Employees and transfer all
employees to the view Employee utilization.
Alternatively, you can mark only selected employees.
- Click on the button OK.
- Select the employee which you want to assign activities to in
the table of the view Employee utilization.
The tab Activities in the window Resource properties lists
activities from the project schedule.
Tip If an employee has several roles, the activity will be
shown as many times as the number of roles the employee has.
For instance, Mr Smith can work as programmer of C++ and Basic,
which means all activities will be listed twice, so as to allow him
to be assigned to one activity under several roles.
- Mark the check boxes of the activities.
- You can, among others, define the utilization and effort
of an employee for an activity.
- Mark the check boxes of the activities.
- 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 Employee
and column Date, you will only be displayed the activities that
were defined for this particular period of time.
See also:
Assign activities to a
team,
Assign activities to an
employee,
Assign activities to a
material,
Assign activities to a machine
type,
Assign activities to a
machinery.
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