Update an assignment

You can create assignments to get project work done without specifying who will do the work or identifying any existing components. When you know who you will do the work, you can update the project assignment to choose a specific participant.

Tips and tricks

  • You must have participants in the project. Before you can add a participant to an assignment, the user must be a member of the project team. Follow the steps in Add participants to a project.

To update an assignment:

  1. Click Projects_TopMenuOpt Projects.
  2. On the Project Management tab, double-click to open the project that contains the assignment you want to update.
    You can also open a project by:
    • Right-clicking the project and then selecting Open.
    • Clicking Action_Menu the Options menu and then selecting Open.
  3. In the Assignments pane, right-click the assignment that you want to update, and select Update...
  4. On the Update Assignment dialog, in Assigned To, select a new user or role.
    Make sure you assign work to a participant who has access to the component, otherwise you will see an error when you click Update.
  5. Click Update.
    Results:
    • Participants associated with this assignment receive an email notification that changes were made to the assignment.
    • If you are the Project Coordinator and a participant for the assignment you just updated, you won't receive an email notification.

    If you try to assign work to a participant who doesn't have access to the component, you will see an error.

    • The error tells you the name of the restricted component.
    • You are returned to the Create Assignment screen to change the participant or the component.
    • For details on how to set permissions, refer to: Set permissions.