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Activity 2.6 – Create People Assignments from Plans
Create people assignments using the project plans as the source of the
assignment information. Remain logged in as Gus Lead. (userid: glead
password: welcome)
Activity Steps
1. Navigate back to the Project List
2. Edit Project: CUST-4-UU4 RSMGNT-ASSIGNMENTS-FROM-PLANS
3. On the Project Profile tab, note that the assignments will be validated against
project assignments not specific task assignments.
4. On the left-side dashboard, navigate to People Plans > List > List
5. Notice that there are a few plan records. One set for Jack that have no Task and
Milo has a few records planned for Task 1. Project Management
6. On the left-side dashboard, navigate to People Plans > Assign Plans
7. Click on the List tab to push all plan over to the Assignment Edit Screen
There will be two actions to review:
• Plans that were created at the Project Level have been copied over
to the Assignment edit screen and can be selected to be saved as
People Assignments.
Lesson 2: People and Expense Plans
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