Building Project Teams › Staff Project Tasks

Staff Project Tasks

After you have created tasks and assigned staff to the project, you can assign staff members to the tasks. Staff members can be resources or a roles. Once staffed to the project, resources can then add the tasks to their timesheets and record time spent on them. Timesheet actuals are generated from the approved hours staff members record on timesheets.

Note: See the Common Features and Personal Options User Guide for more information.

Use a role as a placeholder when you do not know the name of a resource, or if a resource is not available. You can staff a project with multiple instances of the same role but you cannot add multiple instances of the same named resource to a project.

Staff Assignment Guidelines

When assigning resources to tasks, keep the following in mind:

• You cannot add staff to milestone or summary (parent) tasks.
• Avoid overallocating resources, which can cause scheduling delays and less effective performance. Use Project Management to track resource allocation. If you have access to the Resource Management module, you can also perform resource planning to monitor resource allocation.

  Note: See the Resource Management User Guide for more information.

• If it helps to create a more accurate schedule, you can allow project resources one or two hours each working day, or each week, for alternative work or non-project meetings.

More information:

How to Assign Staff to Projects

Resource Loading Patterns

Modify Staff Assignment Properties

Remove Resource Assignments from Tasks

View and Edit Task Assignments

How to Replace Staff Assigned to Projects or Tasks

Change Staff Member Roles on Projects

Remove Team Staff Members from Projects