Managing Workstep Assignments for a Project

The Assignments section allows you to assign staff members to specific project worksteps, or, if you are using role-based assignments, assign staff members to specific roles for the workstep.

To manage workstep assignments, do the following:

1. Open Dashboard, click Application Links on the navigation panel, and then click Projects under Workstream.
2. Open a workstep view that contains the worksteps you want to work with.
3. Select one or more worksteps in the grid, and then click Open in the Edit group on the Home tab or right-click and select Open from the menu.
4. Click the Assignments tab.
5. Do any of the following as needed:
   • Add an assignment.
     1. Click New Assignee to create a new row in the Assignments table.
     2. Complete the Assignments section for the new assignee.

        Component	Description
        Select by	Select a category for the assignment. The Assigned column is populated based on the selection made here. Note: You can select roles only if the project has defined roles. You can select by team if there are teams defined for the firm. See Assigning Firm Roles to a Project for more information.
        Selection	Select the team, role, or client responsible staff for the assignment. Note: If you selected Role in the Select By column, only the roles set up for the project are available.
        Assigned	Select an assignee for this workstep. The options available depend on your choice in the Select By column. Staff. Select an individual staff member to assign to this workstep. Client Responsible Staff. The assigned staff is automatically populated based on the client responsible staff selected and the settings for the client. Role. The list of staff is limited to staff assigned to that role either individually or as a member of a team assigned to that role. Notes: If the role assignment is updated, and: The workstep is unassigned, the new assignee to the role is automatically selected as the assignee on the workstep. The role was previously unassigned and the workstep was assigned, the new role assignment is added to the workstep assignee lookup. The staff being removed from the role assignment was assigned to a workstep, the staff is replaced by the new selection (either a new staff assignment or Unassigned). Team.  The team member who begins work on the workstep should set themselves as the file holder on the project's General tab.
        Budget Hours	Enter the expected hours that the staff person will work on the project.
        Planned start	Enter the date the assignment should be started.
        Planned finish	Enter the date the assignment should be completed.
        Totals per details	Displays a summation of the budgeted hours you entered for all the assignees that belong to this workstep. This box is updated every time an assignment is added or removed, or if the budget hours for an assignee are changed.
        Totals per budget	Displays the amount shown for the hours box on the budget page.

     3. Select options in the Selection Criteria section.

        Component	Description
        Staff position	Select the staff position required for the work to be done.
        Area of expertise	Select the area of expertise required for the work.
        Level	Select the level of experience required in the area of expertise. The options in the list populate based on the Area of Expertise selected.

   • Edit an assignment.
     1. Select a row in the grid.
     2. Edit the selections in the Assignments section as needed. See Add an Assignment above for more information.
     3. Edit the selections in the Assignments section as needed. See Add an Assignment above for more information.
     4. Click OK.
   • Delete an assignment.
     1. Select a row in the grid.
     2. Click Remove.
     3. Click Remove again on the confirmation window.
     4. Click OK.
6. Click OK.

Notes: 

• You can also update assignees using update multiple. See Managing Worksteps for Projects for more information on editing multiple worksteps.
• Changes made to teams will not impact the assignments.