Assign activities to a role in the view Role utilization
In order to assign activities to a role, do the following:
- Select the view Role 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 roles from the
resource pool in the list.
- You can mark the check box Roles and transfer all roles
to the view Role utilization.
Alternatively, you can mark only selected roles.
- Click on the button OK.
- Select a role which you want to assign activities to in the
table of the view Role utilization.
The tab Activities in the window Resource properties lists
activities from the project schedule.
- Mark the check boxes of the activities.
- You can, among others, define the quantity, utilization and
effort of a role for an activity.
- Click on the button OK.
Role properties during assignation
In this allocation, you can refine role properties by
controlling and defining the following values for each of the
activities:
- Number of roles
- Utilization of a role
- Effort of a role
- Notes regarding to a role.
Selection of activity
During this assignation, you can determine the activity list by
activating /deactivating the following options:
- Assigned activities only, lists only
assigned activities.
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 Roles
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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