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Making Direct Assignments

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This article applies to Planview Enterprise 11.5 and greater.

Project managers typically make direct assignments for a work item by creating requirements, reserves, allocations, or authorizations through the Work and Resource Management screen. Project managers, however, use the Task Information screen or tray to make direct assignments if they also want to enter details while creating requirements, reserves, allocations, or authorization.

Resource managers can use the Resource Management and Assignments screen to assign resources to standard activities.

For a list of global options, features, and other prerequisites (including grants) required for the following procedures, see the Resource-Management Tasks Prerequisites Matrix.

Through the Work and Resource Management Screen as a Project Manager

To create an assignment through the Work and Resource Management screen:

  1. Navigate to the Work and Resource Management screen.

  2. On the Pivot list, click Work and Assignments.
     

    Tip!
    When creating assignments, you typically want to use the Work and Assignments view because new assignment rows are displayed on the screen as you create assignments in that view. You can, however, create assignments in the Work Breakdown view.

  3. Next to the work item for which you want to create an assignment, click  and then click Assignments.

  4. Depending on the type of assignment you are creating, click the relevant option (New Requirement, New Reserve, New Allocation, or New Authorization).

    Tip!
    In Planview Enterprise 14, you can make assignments for multiple work items at one time instead of making them by performing separate actions. To do so, press the Ctrl key while clicking the relevant work item rows. When all of the work items you want to assign are selected, click  > Assignments , and then click the option relevant to the type of assignment you want to make (New Requirement, New Reserve, New Allocation, or New Authorization).

  5. Select the appropriate resources or organization resource by using the Data Picker.

    After creating an assignment, you can update its date and effort information on the Work and Resource Management screen. You can also enter and review additional information about the assignment (such as its name) and manage assignments on the relevant tab of the Task Information screen or tray.

Through the Task Information Screen or Tray as a Project Manager

To create an assignment through the Task Information screen or tray:

  1. Navigate to the Work and Resource Management screen.

  2. Next to the appropriate work item, click  and then click Task Information.

    Depending on whether the Task Information screen is currently undocked or docked, either the Task Information screen appears or the system switches the focus to the Task Information tray of the Work and Resource Management screen.
  3. Depending on the type of assignment you are creating, click the Require, Reserve, Allocation, or Authorize tab.

  4. Depending on the tab you are on, click New Requirement, New Reserve, New Allocation, or New Authorization.

  5. Select the appropriate resources or organization resource by using the Data Picker.

    After creating an assignment, you can add details about the assignment by editing the appropriate column cells on the tab. For more information, see About the Require Tab, About the Reserve Tab, About the Allocate Tab, or About the Authorize Tab.

    You can also update an assignment's date and effort information on the Work and Resource Management screen.

Assign a Resource to a Standard Activity as a Resource Manager

To assign a resource to a standard activity through the Resource Management and Assignments screen:

  1. Navigate to the Resource Management and Assignments screen.

  2. Next to the appropriate resource, click  and then click New Standard Activity.

  3. Select the appropriate standard activity by using the Data Picker.

    An administrator defines which standard activities are available.

    Tip!
    You can view high-level information about an item by resting the cursor over its description in the Name column.