Enter Role Assignments

Explanation

Use this activity to enter or maintain project roles that can be added to a specific project, subproject or activity and to assign persons to these project roles. Only project roles which have the classification Other can be entered here.

Note: Project roles with classifications such as Project Manager, Subproject Manager etc., are automatically created for the project or can be generated by right-clicking and then clicking Generate Role Assignments. Assignment of persons for these roles are automatically carried out by the system.

Prerequisites

• Project roles of type Other should have been entered in the Default Project Roles tab of the Project Basic window.
• Person information should have been entered in IFS/Enterprise.

System Effects

• Project roles of type Other are assigned to persons.

Window

Project Details

Related Window Descriptions

Project Details
Project Details/Role Assignments
 

Procedure

1. Open the Project Details window and click the Role Assignments tab.
2. Create a new record.
3. In the Role ID field enter the ID of a role of type Other. (The values in the Description and Type of Role fields will be automatically retrieved from the information entered in the Project Basic window).
4. In the Sub Project field, use the list of values to select a sub project to which the project role should be connected.
5. In the Activity ID field, use the list of values to select an activity to which the project role should be connected. (Note: A subproject ID should have been selected before an activity ID is selected.)
6. In the Person ID field, use the List of Values to enter a person to be assigned to this project role.
7. Save your changes.

Note: You can add persons to already existing project roles of type Other as well as make changes to any existing project role assignments.