Adding Members to Tasks

Projects > All Projects > (selected project) > Tasks > (selected task) > Members

The Members tab assigns one or more employees to a task. Tasks assigned to an employee:

• Display on the employee's My Task page.
• Display on the employee's timesheet, if the task and timesheet date ranges overlap and Admin > Time Sheet > Preload Timesheets is enabled.
• Display on the Resource Utilization page.

Note: The Members tab is hidden when a task is opened using the All Tasks page.

Constraining Employee Hours for a Task

For each task you can constrain:

• The number of Hours a specific employee is allowed to enter for a task. If Hours is set to zero, any number of hours can be entered.
• The Role a specific employee must use when entering time for a task. If set to ALL, the employee can select any role enabled for his or her employee record.

Adding Task Members

This procedure is based on a standard Task .

1. Select the Projects > All Projects page.
2. Select an existing project.
3. Select the Tasks tab.
4. Select an existing task.
5. Click the Members tab.
6. Click Add.
   • Select an employee.
   • Click OK.
7. Change the role from ALL, if more than one role can be selected.
8. Click the clock icon in the Hours cell.
   • The From Date and To Date default to the start and end date of the task. These date ranges are for forecasting and employee calendars only. They do not constrain when an employee can enter time.
   • Enter the number of Hours this employee is allowed to enter for this task.
   • Clicking the Populate Periods button enables you to quickly add a series of time periods:
     • Daily Recurring Periods
     • Weekly Periods
     • Monthly Periods
     • Monthly Periods
9. Click Save to save the Members tab.
10. Click Save to save the project.