Assign roles
In order to ssign roles to the selected activity, do as
follows:
- Activate the tab Roles in the window
Activity properties.
Available roles
- Enter a string value into the field Filter
to show only certain roles (search via role group and code) or
enter two dots ".." in order to view the roles that have already
been used by the project.
- Doubleclick on the entry in the left table to assign the role
to the activity.
Assigned roles
- Enter a differing value for the number of employees required
for this role into the field Quantity.
- Enter a differing value of the percentage the role is utilized
in the activity into the field Utilization.
- Enter a differing value into the field Effort, for the effort that a role has to perform
within the activity.
- Enter notes that might be crucial for the role in connection
with the activity into the the field Notes.
- Click on the button OK.
Notes:
- You can adjust the layout of the columns of both tables at your
convenience by rightclicking on the column names of the table and
selecting the columns you want to adjust.
- You can use the menu item Project / Roles from Calculate
employee assignation to define roles within a project for available
employees who are required for the completion of the activity. This
allows you to easily use these settings as templates for other
activities.
- In order to have quick access to the used resources, click on
the button Resource pool if you are using the general
resource pool - or on the button Project resources if you
are using a project-specific resource pool.
See also:
Enter activitiy properties,
Define general activity
properties,
Assign teams,
Assign employees ,
Allocate material,
Allocate machine types,
Allocate machinery,
Check links,
Define format,
Fill in user-defined
fields,
Enter notes & links.
|
