Team assignment questions

I was looking into doing team assignments for out projects that we have, and i just wanted to make sure that it was the best way to handle what we are trying to accomplish, since I have seen some posts that lead me to believe this may not be the best option.
what I am trying to do is Assign each task to multiple people (only 1 of which has login credentials to PWA, the team leader/foreman). I am hoping to get it so that he will only have to report updates on each task once for the whole group, and not
once per team member (already made him the assignment owner for each person/generic resource).
1) would making a team resource and assigning just that to the task be enough? once all the people are assigned to that group that is. it seemed like doing it this way, you would also have to deal with the work column yourself, since it is auto-calculated
for just 1 resource and not the 3-4 you intended (might be best solution)
2) if 1 is the right way to do it, are the resources assigned to the team able to be placed in other groups for other projects? or are they stuck in that one until they are unassigned? also, the team assignment groups are system wide, not just
for each specific project? for example, can i have (user 1, user 2, user 3) and (user 1, user 4, user 5)?

Hi Abhijit,
Indeed as you stated, the team assignment can only be self-assigned. Meaning that a manager cannot assign a team assignment to another member. Customizing this feature could be quite complex and time/money consuming. If you decide to go that way, then it
is out of my knowledge.
Using the "reassign task" feature will not help because once reassigned, the manager will not be able to change the assignment again for another resource.
I'd rather suggest to put in place a process together with the project manager who is actually managing assignments in the project with Project Pro. For example the manager can access the project plan and should only update his resources on assignments but
not the project itself.
Hope this helps,
Guillaume Rouyre, MBA, MVP, P-Seller |

Similar Messages

Opportunity Team Assignment Rule and Automated Task Owner

Hi,
We have a requirement that when an Opportunity is created, the Opportunity Team assigned will be based on the Owner of the record. We created a "test" assignment rule wherein the:
* Team Assignment: (Example) John Locke (Manager), Jack Shephard (Coordinator)
* Rule criteria: Opportunity Owner First Name = Sawyer, Opportunity Owner Last Name = Ford (Question 1: I can't find Owner id field from the list... that would have been better..)
This works when the Reassign Opportunity checkbox is ticked during record creation and I needed to refresh the record to see the added users in the Team. (Question 2: Is that how it really works? Also, the users added in the Team does not have an Opportunity Role assigned... This field is important to my requirement..)
We have 3 Opportunity Team Opportunity Roles: Manager, Coordinator, Sales Rep. We also have a Sales Process based on the Opportunity Type wherein each Sales Stage has automated tasks for it. We assigned the "Opportunity Team Role - Coordinator" as the Owner of the tasks.
This part does not work because when you create the opportunity record, the user in the Team is only the Owner (creator of the record = Sawyer Ford)m which is also assigned as the Owner of the Activities created based on Sales Stage. What should happen is that the Owner of the Activities should be "Jack Shephard" (Coordinator from the assignment rule).
Question 3: How can I assign Opportunity Team Role in the assignment rules?
Question 4: It seems like the Sales Stage fires first (which creates the automated tasks) before the assignment rule fires....
Help please...
Thanks in advance,
Jasmin

Hi Abhijit,
Indeed as you stated, the team assignment can only be self-assigned. Meaning that a manager cannot assign a team assignment to another member. Customizing this feature could be quite complex and time/money consuming. If you decide to go that way, then it
is out of my knowledge.
Using the "reassign task" feature will not help because once reassigned, the manager will not be able to change the assignment again for another resource.
I'd rather suggest to put in place a process together with the project manager who is actually managing assignments in the project with Project Pro. For example the manager can access the project plan and should only update his resources on assignments but
not the project itself.
Hope this helps,
Guillaume Rouyre, MBA, MVP, P-Seller |

Using team assignment pool with milestone tasks

Hello,
Can someone explain to me why the team assignment pool functionality is only available for tasks with non-zero durations? In other words, any milestone task cannot be self-assigned using this feature. When one attempts to do so, the "One
or more of the specified tasks could not be re-assigned ..." error is observed and the self-assignment is not processed.
However adding a duration of 1 minute to the task solves the problem and the functionality works perfectly.
Is there any reason for this restriction? In practice it is often useful to allow team members to update milestone dates. In fact, the ability to do so is available without issue if the assignment is performed via MS Project Pro rather then as
a team assignment in PWA.
Is this a bug, or is there a grand design behind it?
Thanks,
Boris

Hi Boris,
We are just non-microsoft volunteers here on those Project forums thus have to clear asnwer for your question.
That being said, a milestone should not represent an activity resources are working on. Moreover they have a 0 duration, thus they don't trigger any work. Reporting on itmes that don't work, neither progress does'nt make sense in my point of view. A milestone
is a only the result of an activity, like a deliverable.
Finally, the project manager is accountable for updating milestones since he'll be reporting to his board on those milestones he owns (and not the team member). I'd said that team member will send the task progress to the project manager with eventually
the remaining work, which will update the milestones dates in case the PM approves. In my opinion, this should be done that way.
Hope this helps,
Guillaume Rouyre, MBA, MCP, MCTS |

Analysis service cubes - Utilisation report, how to extract resource, team assignment information

Hi,
I am using Excel 2013 and attached an external data source from analysis services OLAP cube that Project Server 2013 builds.
The cube I am using is portfolio analyser.
I would like categorise the resources by which team they are part of firstly, i.e. Project Management, Technical Services, Delivery
I have created a PowerPivot table and would like group each user by team and then by resource name, capacity, work and availability. Time across the top, so I can see this for Year, month, and weekly utilisation.
How can I get the team that each is resource is assigned from this cube?
Thanks.

Hi Guillaume,
I think the field I require is listed in the Enterprise Custom Fields and Lookup Tables section of PWA, however I believe it was a default field that came pre-configured OOB after install. The exact field I require is located if you go to; PWA Settings
> Security >Manage Users > Select User> Team Details > Team Name.
As you can see by the description next team name, there are instructions advising on how to populate the team names for your organisation. So it was a pre-configured field.
Team Details
Team Details are optional and are used to define team membership and the team resource that represents a team. Before you set these options use "Server Settings"/"Enterprise Custom Fields and Lookup Tables" to create a lookup table that
contains your team names, and edit the "Team Name" resource custom field to use this lookup table.
Team Name is used to indicate team membership - each resource in a team will have the same value for Team Name.
The Team Assignment Pool check box is selected for the team resource, used when assigning tasks to the team. Often a generic resource will be used with the assignment owner field set as the team manager.
So I have entered in all my appropriate organisation team names in the Lookup Table for Custom Field; Team.
I have assigned each resource to one of the team names.
Now I would like to create a PowerPivot Table and incorporate the resource team to be able to create a utilisation report based on each team within my organisation.
After receiving the link from you above I have gone to central admin > Service Application > Project Server Service Application > OLAP Database Management > Configuration of Cube > Cube Dimensions > Resource >
I have added "Team_Resource" to the selected dimension list. Then I completed a "Build Now".
When I go back to my PowerPivot Excel sheet and refresh data I am able to see the new field however, it is not the field that I need.
Can you confirm which field I would need to add?
Is this field a multi field?
Appreciate your assistance.
Thanks

Service Desk: Support Team Assignment from User not in a Support Team

I am working on configuring the Service Desk and all has been going pretty well until now.
The issue surrounds automatic assignment of Support Teams when a ticket is submitted.
In cases where people assigned to the org structure (PPOMA_CRM) submits a ticket, the support team is assigned correctly (via Rule 13200137 in PFAC_RESPO), but when an end user submits a ticket, it doesn't assign a Support Team.
I have not assigned end users to the org structure because they are not part of the support team and have been using PPOMA_CRM to only establish the support org structure.
So the question is what am I missing to configure SolMan 7.0 so tickets from general users are assigned to the appropriate support team?
Thank you,
Brian

Brian,
It sounds like you did not maintain the identification tab with the ibase for the end users. You have to list every system a user can create tickets for on their identification tab in the General Partner role.
It should look something like:
<system ID> <identification number> <client> <userid>
DEV 1234567890 100 BSMITH
QAS 1234567890 100 BSMITH
PRD 1234567890 300 BSMITH
the very left field's value should be CRM001 for all three.
You do not have to fill out the employee role for end users for the functionality you desire.
regards,
Jason

Organisation Assignment Questions

Hi ALL,
Currently, I am developing an application which allows BP to assign themselves assigned to the position with relationship Owner under an organization unit.just like how you work in transaction: PPOSA_CRM
When create this relationship, I have found two function modules which are from different function groups
RHOM_MAINTAIN_RELATION_BUFF
This function module is for Organization Management.
2.     RH_Relation_maintain
This is like for Personal Development.
Here come my questions:
·     When I used RHOM_MAINTAIN_RELATION_BUFF to create the relationship, the relationship can be created in the buffer, however, when I call function Module RHOM_WRITE_BUFFER_TO_DB to update database afterwards, the database update doesnt work.
Anybody have any idea about it?
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I checked the table, this relationship doesnt exit in T777E between S and BP, however, when I checked table T77AW, there b270 exist for BP and position.
Can I use this Function module RH_Relation_maintain to create relationship between BP and position? How to use this relationshi type in this FM?
Many Many Thanks,
Heather

Hi Heather,
i'm using following function modules to maintain infotype 1000. They should also
work for it 1001:
CALL FUNCTION 'RH_CUT_OBJECT'
    EXPORTING
*   LOAD                     = 'X'
      gdate                    = l_newendda
      histo                    = ' '
      gstat                    = '1'
*   INVERT                   = 'X'
      vtask                    = 'B'
*   ORDER_FLG                = 'X'
    commit_flg               = ' '
    authy                    = ' '
*   PPPAR_IMP                =
*   CUT_DEPENDENTS           = 'X'
*   KEEP_LUPD                =
*   WORKF_ACTV               = 'X'
    TABLES
      i1000                    = ltbl_p1000_abg
*   ILFCODE                  =
   EXCEPTIONS
     error_during_cut         = 1
     no_authorization         = 2
     gdate_before_begda       = 3
     corr_exit                = 4
     OTHERS                   = 5
      CALL FUNCTION 'RH_INSERT_INFTY'
        EXPORTING
*   FCODE                     = 'INSE'
          vtask                     = 'B'
*   ORDER_FLG                 = 'X'
      commit_flg                = ' '
      authy                     = ' '
*   PPPAR_IMP                 =
*   OLD_TABNR                 = ' '
*   REPID                     = ' '
*   FORM                      = ' '
*   KEEP_LUPD                 =
*   WORKF_ACTV                = 'X'
        TABLES
          innnn                     = ltbl_p1000_upd
*   ILFCODE                   =
   EXCEPTIONS
     no_authorization          = 1
     error_during_insert       = 2
     repid_form_initial        = 3
     corr_exit                 = 4
     begda_greater_endda       = 5
     OTHERS                    = 6
      CALL FUNCTION 'RH_UPDATE_INFTY'
        EXPORTING
          vtask                     = 'B'
*         ORDER_FLG                 = 'X'
         commit_flg                = ' '
         authy                     = ' '
*         PPPAR_IMP                 =
*         OLD_TABNR_NEW_LANGU       = ' '
*         REPID                     = ' '
*         FORM                      = ' '
*         KEEP_LUPD                 =
*         WORKF_ACTV                = 'X'
        TABLES
          innnn                     = ltbl_p1000_upd
*         ILFCODE                   =
       EXCEPTIONS
         error_during_update       = 1
         no_authorization          = 2
         repid_form_initial        = 3
         corr_exit                 = 4
         OTHERS                    = 5
    CALL FUNCTION 'RH_UPDATE_DATABASE'
      EXPORTING
        vtask              = 'D'
*     BUFFER_UPD         = ' '
*     ORDER_FLG          = 'X'
*     COMMIT_FLG         = 'X'
*     CLEAR_BUFFER       = 'X'
*     KEEP_LUPD          =
*     WORKF_ACTV         = 'X'
     EXCEPTIONS
       corr_exit          = 1
       OTHERS             = 2
Regards
Bernd

Controller Assignment Question

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I create the controller assignments for one song, then when i open up the next song, they seem to be interfering with each other. I suppose the controller function isnt particularly meant for this, but is there any way i can get around this problem?
Thank you for taking the time to read this! I really appreciate any help.
Leech.
http:/www.myspace.com/leechernowetz
Powerbook g4 Mac OS X (10.4.6) Logic 7.1 , Evolution X-Session MIDI Interface

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Dual 1.8Ghz G5 PB G4 1Ghz LP7.1.1 RME FF800 Mac OS X (10.4.6) Reaktor 5.1 Reason 3.0.4 Live 5.0.2 Battery 2.1.1 Recycle 2.1 DFH 1.5.3

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Let me clarify, the SAP error I am receiving is at MIGO, following the successful transfer posting at MB1B (mtype 541 referencing the PO number. If I can get the proper account postings at MIGO (as in a standalone MM subcon scenario) here, my problem is resolved.
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Is this correctable?
Thanks Again
Ken

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