Assign a Role to an Activity

Assign a Role to an Activity Video

Assign one or more roles to an activity to designate the job titles or skills that are required to complete the activity. You can assign workspace and project roles to activities. In long-range planning, it may be advisable to first identify and assign the roles required to work on the activity and then staff the roles with the appropriate project resources at a later time.

If a resource or role is assigned to an activity without existing assignments, and the activity has unit and cost values, the values in fields of the same type as the new assignment will be overwritten by the assignment's corresponding values. For example, assigning a nonlabor resource will overwrite the activity's nonlabor unit and cost values. Depending on its type, an assigned resource can overwrite labor, nonlabor, or material values. Assigned roles always overwrite labor values. If a resource staffs a role, the values that are overwritten will depend on the resource's type.

To assign a role to an activity:

  1. Navigate to the Activities page
  2. In the table, select the activity.
  3. On the Layout menu, select Activity Details, and then select the Resource Assignments detail window.
  4. In the Role Name column, double-click the empty field.
  5. In the Assign Roles dialog box, in the Filter By field, select Workspace to view workspace roles or select Project to view project roles and workspace roles that have been assigned to the project level.

    Note: If a workspace role has not been assigned to the project level, assigning it to an activity will make it and any associated resources available at the project level. The role's workspace availability and rate details will also be made available at the project level and used on the assignment. After a workspace role is available at the project level, new role assignments will always use the role's rate values set for the project.

  6. Select a role.
  7. To view the role's current allocation for the project, select Show Details.
  8. Select Assign.
  9. All changes made to this page are saved automatically.

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