Account > Project Assignment Groups (Used in Projects module) Project Assignment groups are used to assign many users quickly to project tasks. In the Outline view or Edit tasks/phases view of the project, “Assignment group” is hyperlinked to a list of the users included in the group.The same user can belong to different assignment groups. Assigning a group to a task has the same effect as assigning the individual members of the group. If your account uses the feature to input planned hours for each user assigned to a task, then the hours planned that you enter will be assigned to each user in the group (i.e., if you assign a group to a task, enter 4 planned hours for the group and the group has 4 members, the total planned hours for the task will be 16). If your account uses the standard method of entering planned hours for the task, then the hours planned will be divided among all members of the group (in the example above, if you enter 4 planned hours for the task, each member of the group will be assigned 1 hour). To create a new Assignment group: 1. Click on the Account tab. 2. Click on the "Create..." drop-down menu and select "Assignment group" 3. Name the assignment group. 4. Select the users to be included in the assignment group. The same user can belong to different assignment groups; however, if there is overlap between groups, the system will not allow both groups to be assigned to the same task, as this would create a duplicate assignment. It will also prevent an assignment group from being modified, if the modification would create a duplicate assignment on any task in the system 5. Enter any appropriate notes, and click "Save." To modify an Assignment group: 1. Click on the Account tab. 2. Click on the "Assignment Groups" link. 3. Click on the name of the Assignment group you want to change. 4. Make your changes in the "Edit assignment group" dialog. 5. Click on "Save." To delete an Assignment Group: 1. Click on the Account tab. 2. Click on the "Assignment Groups" link. 3. Click on the name of the Assignment Group you want to delete. 4. Click on the "Delete" button in the "Edit assignment groups" dialog. Note: You cannot delete an Assignment group if there are any associated transactions (the "Delete" button will not show up on the bottom of the "Edit assignment group" dialog). You can uncheck the "Active assignment group" checkbox in the "Edit assignment groups" dialog instead. | ||