Managing Your Work in the My Assignments Pane

The My Assignments pane displays projects and worksteps that are assigned to you and ready for your attention. You can perform many basic project management tasks, such as updating the status or opening the route sheet, from this pane. Completed projects do not display in the My Assignments pane.

Note: The Project Assignments pane also displays work assigned to you. The work shown there is not specific to the current status, workstep, or file holder for a project, and might not be ready for you to work on.

Before you can use the My Assignments pane, you must add it to your dashboard. See Adding, Moving, or Removing Panes for more information.

Specify the Assignments to Display

You can specify which assignments you want to display in this pane by doing the following:

1. If the Include projects where I am... section does not display, click above the list to display it.
2. Select the check boxes for each criterion you want to use to identify your projects. You can apply multiple criteria at the same time.

   You can select to include projects where you are:

   • The current file holder.
   • Assigned to the current open workstep.
   • Assigned to the workstep with the earliest planned start date.
   • The person who is assigned to a specific role on a project with a specific status. You must select both the role and status.

Note: If an item meets any of the selected criteria, it displays in your list. A project does not have to meet all of the selected criteria.

3. Click Save.
4. Click again to hide the configuration section.

The information that displays for each item in the list varies depending on the size of the pane and whether the item is a project or workstep.

Field	Description
Client	Displays both the client name and the client ID for the project.
Project	Displays the project name.
Workstep	Displays the workstep name, if the item is a workstep. If the assignment is a project, no workstep is listed.
Start Date	Displays the actual start date for the project, if one has been recorded.
File Holder	Displays the name of the file holder, as well as the date and time when the file holder was last updated.
Project Status	Displays the current status of the project, as well as the date and time when the status was last updated.
Due Date or Planned Finish	Displays either the due date or the planned finish date for the project or workstep, if one has been entered.
Priority	Displays the priority of the project, if one has been selected.
Complexity	Displays the complexity of the project, if one has been selected.
Budget Hrs	Displays the number of hours set aside for the project, if any have been set.

Sorting and Searching the List

You might need to click in the Filters section to display the sort and search options.

By default, the list is sorted by the date of the last status update. Select an option from the Sort by box to choose a different sort field. You can also click the arrow next to the Sort by box to indicate if the list should be sorted in ascending or descending order.

To search for text in the list, enter the text you want to find in the Search box, and then click Search.

Manage Projects and Worksteps

You can perform the tasks listed below on the My Assignments pane.

Tip: To ensure you are seeing the most current information, click at the top of the window to refresh the list.

• Complete a project or workstep.
1. Locate the project or workstep in the list that you want to update.
2. Click.
3. Select Mark Complete.
4. Enter the actual finish date on the confirmation window.
5. Click OK.
6. If there are incomplete worksteps and you are marking the project complete, you must indicate if the worksteps should be marked complete or as not applicable (n/a).
7. Click OK.
• Open a project route sheet.
  1. Locate the project in the list.
  2. Click.
  3. Select Open route sheet.
• Open a project profile.
  1. Locate the project in the list.
  2. Click.
  3. Select Open project.

     Note: The project opens in read-only mode if you do not have Edit project permissions.

• Update the status or file holder.
  1. Locate the project in the list.
  2. Click.
  3. Click Update status or file holder.
  4. If needed, select a new status.
  5. If needed, select a different file holder. You can select a specific staff member or a role on the project. You also can put the project back in the pool.
  6. Click Update Status.
• Open a work object.
1. Click.
2. Select Open Work Object.
3. If needed, select the specific work object to open.