To assign work by role
Typically, at the beginning of a project, the project owner or manager assigns work to the members of their team. The section describes how to perform this task for owner-assigned approvers (as opposed to approvers assigned in the template).
1.
Click the Assign Work By Role icon (Stack with arrow pointing to user image).
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If the project started, a warning dialog box appears; click OK to proceed or Cancel to cancel the assignment process.
The Assign All team members and reviewers to their respective tasks page appears.
2.
Select one of the following.
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Select append the new user to add members to the existing assignments.
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Select replace the existing assignment to replace anyone currently in a role.
3.
Click OK.
A confirmation dialog box appears.
4.
Click Close.
In the workflow, all users assigned to roles are also assigned to the tasks associated with their role.
Note the following when you assign work.
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When you access the Assign All team members and reviewers to their respective tasks dialog, the project Workflow is locked; that is, any other user who attempts to access it receives a warning message, indicating the workflow is currently in use.
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Only tasks with a status of pending have people assigned to them when performing this task; all other tasks remain unchanged.
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