Setting Workstep Assignments for a Project Template

The Assignments section allows you to assign staff members to specific project template worksteps, or, if you are using role-based assignments, assign staff members to specific roles for the workstep.

To manage workstep assignments, do the following:

1. Open the Templates list.
   • From Dashboard. Open Dashboard, click Application Links on the navigation panel, and then click Configuration > Project templates under Workstream.
   • In Workstream. Click Templates in the Manage group on the Manage ribbon.
2. Select a project template, and then click. You can also right-click and select Open from the menu.
3. Click Worksteps on the navigation panel. The window displays a grid listing the worksteps in the project template.

   Note: If the Worksteps option does not display on the navigation panel, then no worksteps have been set up for the template.

4. Select a workstep you want to edit.
5. If the workstep detail tabs do not display at the bottom of the window, click Show Details to display them at the bottom of the window.
6. Click the Assignments tab in the workshop details section at the bottom of the window.
7. Do one of the following as needed:
   • Add an assignment.
     1. Click New Assignee to create a new row in the table.
     2. Enter information in the Assignment section.

     Component	Description
     Select by	Select a category for the assignment. The Assigned column is populated based on the selection made here. Note: You can select roles only if the project template has defined roles. You can select by team if there are teams defined for the firm. See Managing Roles in a Template for more information.
     Selection	Select the team, role, or client responsible staff for the assignment. Note: If you selected Role in the Select By column, only the roles set up for the project template are available.
     Assigned	Select a staff member to be assigned to this workstep. This depends on your choice in the Select By column. Staff. Select any staff member to assign to this workstep. Client Responsible Staff. The assigned staff is automatically populated based on the client responsible staff selected and the settings for the client. Role. The list of available staff is limited to staff assigned to that role. A staff can be assigned to a role by being selected for that role or by being a member of a team assigned to that role. If roles are not defined for the project template, this option is not available. Notes: If the role assignment is updated, and: The workstep is unassigned, the new assignee to the role is automatically selected as the assignee on the workstep. The role was previously unassigned and the workstep was assigned, the new role assignment is added to the workstep assignee lookup. The staff being removed from the role assignment was assigned to a workstep, the staff is replaced by the new selection (either a new staff assignment or Unassigned). Team.  If the assignment is set by team, the team member who begins work on the workstep should set themselves as the file holder on the project's General tab.
     Budget Hours	Enter the expected hours that the staff person will work on the project.
     Planned start	Enter the date the assignment should be started.
     Planned finish	Enter the date the assignment should be completed.
     Totals per details	Displays a summation of the budgeted hours you entered for all the assignees that belong to this workstep. This box is updated every time an assignment is added or removed, or if the budget hours for an assignee are changed.
     Totals per budget	Displays the amount shown for the hours box on the budget page.

     3. Select options in the Selection Criteria section.

        Component	Description
        Area of expertise	Select the area of expertise required for the work. The list of areas of expertise are established in Lists.
        Staff position	Select the staff position required for the work to be done.
        Level	Populates the list once you select the level of skill in the Area of Expertise. For example, the Area of Expertise may be Governmental Auditing, and you select a skill level of Expert.

   • Edit an assignment.
     1. Select a row in the grid.
     2. Select different options in the Assignments section as needed. See Add an assignment above for details about this section.
     3. Select different options in the Selection Criteria section as needed. See Add an assignment above for details about this section.

     Note: Changes made to teams will not impact the assignments.

   • Delete an assignment.
     1. Select a row in the grid.
     2. Click Remove.
     3. Click Delete.
8. Click one of the Save buttons or Cancel.

   Button	Description
   Save	Saves the changes without exiting the window.
   Save & New	Saves the changes and opens a new window.
   Save & Close	Saves the changes and exits the window.
   Cancel	Exits the window without saving your changes.