Use the Assignees page to add assignees and their roles to a project. Roles are the responsibility that each assignee has for a project, such as attorney or accountant.
Projects may also have a project leader who is responsible for the progress of a project. Typically, the project leader is assigned the Primary designation.
1.Search for a project and open it. 2.In the left pane, click the Involved/Assignees link. 3.Click Edit. 4.Select one or both of the following options: oIf there are no current assignees, select or search for the appropriate user name in the Assignee field. oTo add an additional assignee, click Add New Assignee, and then select the appropriate user name in the Assignee field. 5.In the Role drop-down list, select the role that applies to the selected user. The same user can be assigned to a project several times if the user has a different role for each assignment.
6.If there is more than one user assigned to this project, in the Primary column, click the radio button to select a main assignee. 7.Select a save option. |
If email notification is enabled, each of the users assigned to the project will receive an automatically generated message to inform them of their assignment. If you assign yourself to a project, you will not receive an email notification. You only receive email notifications if you are assigned to a project by someone else. See Setting Up Email Notifications.
Assignees Page Field Descriptions
The table below contains the default fields for the Assignees page. The fields that you see may vary based on your system settings and assigned rights. Field descriptions are listed in alphabetical order and may display in a different order in the application.
Field or Control
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Description
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Action
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Add or remove an assignee for this project.
•Click + to add a new row •Click - to remove a user |
Add New Assignee button
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Assign a user to this project.
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Assignee
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The name of the user that is assigned to this project.
|
Primary
|
The designated project leader.
Note: Only assignees with the Active Status may be set as the main assignee.
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Reassign button
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Set the selected users status to Active.
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Remove button
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Permanently delete a user from this project.
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Role
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The duty of a user during this project, for example, Attorney or Accountant.
|
Status
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The current status of each assignee in the list.
Options are:
•Active—Currently assigned to this project •Inactive—Not currently assigned to the project |
Unassign button
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Sets the selected users status to Inactive.
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