Assign Projects and Plan Hours in the User View

Project scheduler allows you to assign projects and plan hours in the user view, similar to how you assigned team members to projects in the project view. However, being in the user view, you are exposed to a new environment and new icons.

Note: The weekly schedule is pre-determined by the Administrator. For more information, see Establish the Project Workweek.

1. Access the Project Scheduler.
   1. Select the Default GRC context from the context menu.
   2. Click the Projects tab.
   3. Select Schedule from the Scheduling group.

      

2. Switch to the User View.

   

3. Click Show audit assignments next to the team member. The list of assigned projects and their assigned hours will appear below the team member. In addition, a list of unassigned projects will appear at the bottom of the screen below the project list.

   Assign a Project to a Team Member

4. From the unassigned team members list, click Show team member assignments next to the project name to view the projects they are currently assigned to and the hours allocated to each project.
5. Click Assign User . The project will be moved into the assigned project list.

Assign Plan Hours to a Team member

Next to each project name are the assigned hours vs. planned hours for the project The color of the project shows the level of hours assigned, as shown below:

Not Assigned: No planned hours have been assigned to team members.

Fully Assigned: All planned hours have been assigned to the team members.

Over Assigned: Assigned hours exceed the scheduled hours.

Under Assigned: Assigned hours are below the scheduled hours.

Double click the calender grid block to manually enter the hours in the calendar next to the selected team member, or click Advanced hour assignment to assign hours for a selected date range. Select the check box to assign hours only on days the team member is scheduled to work, according to the team member's workweek schedule. You can enter the allocated hours in the Advanced Hour Assignment window.

Note: Select the check box to assign hours only on days the team member is scheduled to work, according to the team member's workweek schedule. The workweek schedule hours are determined by the project manager. For more information, see Establish the Project Workweek.

If you assign more hours to the team member than what is allotted in the workweek schedule, a conflict icon will appear next to the project and affected team member, as shown below. To remove the warning message, adjust the hours for the affected team member so they are less than the workweek schedule.

Unassign an Team member from an Project

To unassign an team member from an project, click the Unassign button. The project will be moved to the unassigned projects list

Note: All hours assigned to the team member will be removed form the project.