Generate Role Assignments

Explanation

Use this activity to generate project role assignments to a specific project, sub project or activity and to assign persons to these project roles.

You can generate role assignments for a single project role that you have added or for all project roles in a project at the same time.

Prerequisites

Project roles need to have been entered in the Project Roles tab of the Project window.

System Effects

Window

Project

Related Window Descriptions

Project
Project/Project Roles
Project/Role Assignments
Project Navigator/Role Assignments

Procedure

To generate the role assignment for a single project role in a project:

  1. Open the Project window and query for the desired project.
  2. Click the Project Roles tab.
  3. Select a project role, right-click and then click Generate Role Assignments to generate assignments for the selected project role. You can click the Role Assignments tab to view the role assignments that have been generated.

To generate role assignments for all project roles in a project:

  1. Open the Project window and query for the desired project.
  2. Click the Role Assignments tab.
  3. Right-click and then click Generate Role Assignments to generate assignments for all the project roles that have been defined for the project.
  4. Refresh the information in the window to view the role assignments that have been generated.