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
- Role assignments are generated only for the project roles defined in the
Project/Project Roles tab.
- The role assignments corresponding to any project roles that were
deleted in the Project Roles tab are also deleted.
- Project roles of type Other are created at the top level of the
project if they are new, but are not created again if they already exist
anywhere in the project.
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:
- Open the Project window and query for the desired
project.
- Click the Project Roles tab.
- 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:
- Open the Project window and query for the desired
project.
- Click the Role Assignments tab.
- Right-click and then click Generate Role Assignments to generate
assignments for all the project roles that have been defined for the
project.
- Refresh the information in the window to view the role assignments that
have been generated.