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SOLVED
Update User Role on a Project
1 Accepted Solution
Correct answer by
@William-- Thanks for sharing your thoughts on this! I didn't know the assignment consolidation until now, so that's helpful. While it didn't solve the problem, it did make me think a little differently and I was able to figure it out, so THANK YOU.
A little more detail on the problem:
- A project is opened and there are 10 tasks assigned to "Brand Strategist" role.
- "User A" with a Brand Strategist role is bulk assigned to the tasks.
- "User B" with a Client Strategist role is added to the tasks to provide support to the Brand Strategist.
- A new secondary role for "User B" of Brand Strategist is added to their user setup.
- Need a way to reassign "User B" from Client Strategist to Brand Strategist.
- Note "User B" has actually completed some tasks as a Client Strategist and only certain tasks need the role swapped.
Here is what I did:
- Created a project filter to only show tasks that were In Progress or New PLUS that had the Assignment User = "User B"
- Bulk edit those tasks to change the Assignee's Role for "User B" from Client Strategist to Brand Strategist
Not sure if I understood correctly, but will take a stab:
- A project is opened and there are 10 tasks assigned to "Graphic Designer" role.
- "User X" (no job role assigned) is assigned to those 10 tasks.
- Because User X doesn't have the Graphic Designer role assigned to them, each task now has 2 assignments: Graphic Designer and User X.
- This results in planned hours being split between the role assignment and the user assignment.
- User X is doing all the work, so total planned hours should not be split across both assignments.
- Goal is to consolidate the role and user assignment into a single assignment on the task.
- User X is then assigned the Graphic Designer job role.
- The project needs to be updated so there is only 1 assignment per task, which shows User X with 100% allocation of planned hours and that they are working as the Graphic Designer.
If the above is a correct understanding, then you should be able to use the Bulk Assignments feature in the project's Workload Balancer section to assign User X to the Graphic Designer tasks. If User X is already assigned to those tasks, the multiple assignments will just get consolidated into one.
The above action will update all Graphic Designer assignments in the project from this:
into this:
Hopefully that's what you're after... If not, I'll let one of the WLB experts chime in.
Correct answer by
@William-- Thanks for sharing your thoughts on this! I didn't know the assignment consolidation until now, so that's helpful. While it didn't solve the problem, it did make me think a little differently and I was able to figure it out, so THANK YOU.
A little more detail on the problem:
- A project is opened and there are 10 tasks assigned to "Brand Strategist" role.
- "User A" with a Brand Strategist role is bulk assigned to the tasks.
- "User B" with a Client Strategist role is added to the tasks to provide support to the Brand Strategist.
- A new secondary role for "User B" of Brand Strategist is added to their user setup.
- Need a way to reassign "User B" from Client Strategist to Brand Strategist.
- Note "User B" has actually completed some tasks as a Client Strategist and only certain tasks need the role swapped.
Here is what I did:
- Created a project filter to only show tasks that were In Progress or New PLUS that had the Assignment User = "User B"
- Bulk edit those tasks to change the Assignee's Role for "User B" from Client Strategist to Brand Strategist
