Assign activities to a role in the view RoleΒΆ

In order to assign activities to a role, do the following:

  • Select the view Start > Resource views > Role.
  • Select the menu item Start > Edit > Filter.

The dialogue box Filter opens.

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  • Remove the tick from 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 usage. 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 usage. The tab Activities in the window Resource properties lists activities from the project schedule.

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  • Mark the check boxes of the activities.
  • Among others, you can define the quantity, usage and effort of a role for an activity.
  • Click on the button OK.

Role properties during assignation

During the assignation you can refine role properties by controlling and defining the following values for each activity:

  • Number of roles
  • Usage of a role
  • Effort of a role
  • Notes concerning a role.

Activity selection

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 receive the displayed activities that were defined for this particular time period.

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