Managing Roles and Assignments from the Project Gantt

This article provides steps on adding roles to a project, placing a person in a role, and creating the assignments from the Project Gantt. Additional resources are provided for managing Gantt settings and roles impacted by project phases. 

 

Table of Contents

• Gantt Settings
• Add a Role to a Project
• Roles for Hire
• Remove a Role from a Project
• Add a Role Using Phase Dates
• Editing Roles
• Editing Phase Dates and Impacted Roles
• Place a Person
• Editing and Deleting Assignments
• Custom Assignment
• 0% Assignment

 

Gantt Settings

Customize the Project Gantt view to help condense relevant information. Learn more about Managing Gantt Settings here.

 

Add a Role to a Project

Any Roles created in the Project Settings can be added to a project.

1. Select the button beside the project name in the Projects column. 
2. Select a role in the Add a Role window. Add a role note if needed. 
3. Update the Start/End Dates, Assignment %, Phase assignment and Copies of a Role accordingly. 
4. Select Save to confirm or Save and assign to launch Smart Suggestions.

 

Roles for Hire

Identify any unfilled roles requiring an external hire by adding a "Hire" tag.

 

Remove a Role from a Project

1. Select the   icon that will appear beside the role.
2. Select Remove Role. 

 

Add a Role Using Phase Dates

Roles can also be set up using phase dates if the project has phases in the Quick options section of Smart Suggestions. Learn more about adding a role to a project using phase here.

 

Editing Roles

1. Select the    icon beside the existing Role. 
2. The Role type, Start Date, End Date, and Assignment % can be edited from here. 

 

Editing Phase Dates and Impacted Roles

1. Select the project's color bar
2. Adjust the dates in the "Project Phases" section
3. When modifying existing phase dates, Select Save and an edit modal will open outlining all of the potential impacts: 

Decide how to handle changes to the project, phase, and role dates. 

 

Place a Person

1. Select the unfilled roll bar, which will open Smart Suggestions. 
2. Select a person from the list.
   • The list of people will default to the selected role. This list can be further filtered by applying additional filters or using the search bar. 
3. Once a person is selected, a profile summary will populate. Select Assign to confirm. 

 

Editing and Deleting Assignments

1. Select an existing filled Role bar. 
2. The Start-date and End-date for the assignment can be edited from here
3. If a person needs to be removed from the role, select the X icon. 
4. A confirmation message will appear.            
5. Select Remove to confirm the change.

 

Assignment start and end dates can be adjusted from the People Profile > Assignments tab by selecting the    icon.

To remove a person's assignment entirely from a project, select their bar from the Gantt view > select their photo icon > select the X icon in the Assignments tab.

 

Custom Assignments

1. With View Roles enabled in the Gantt settings, select the Gantt bar to view more information on the person in the role.
2. Select the person's icon to visit their profile. 
3. Select the required project.
4. In the Operations tab, scroll to the requested role.
5. The assignment can be updated by selecting the   icon then the icon which will open the Customize assignment window.
6. Select the Assignment breakdown - Custom Range, Monthly, or Weekly. Assignment breakdown by Phases will be an option if the project has phases.
7. Modify the assignment values accordingly.
8. Select Save to confirm.

 

0% Assignment

Some roles aren't necessarily required for a continuous period of time on a project. When a role is set to 0% assignment, this means that the role is not required on the project at that time. Navigate here for steps on setting up a 0% assignment.