1. Assign an Action to a Project Role
1. To add an Action to a Project Role, click the ‘Resourcing’ tab from the left sidebar of the page. Navigate to the ‘Roles’ section, then click the Role that you want to update.
2. Click the ‘Action’ button within the ‘Role Details’ page.
3. Fill in the required fields. Once complete, click the ‘Add Action’ button as shown below.
- ‘Action ID’ – Unique Identifier for the Action item
- ‘Record in Action Tracking’ – if ‘Tick box’ is selected, the added Action will display in the ‘Action Tracking’ module.
- ‘Date Added’ – Date the action is added
- ‘Type’ – Action item is given either or project run or discussed in a project meeting
- ‘Module’ – The module where the action item is coming from
- ‘Item’ – The list of items where action is to be taken based on the chosen module.
- ‘Work Stream’ – The progressive completion of tasks completed by different groups within a company which are required to finish a single project. A work stream may be the work of a functional area such as application development or an effort such as requirements definition.
- ‘Description’ – A brief description of the action item
- ‘Assigned to’ – Person responsible for the action item
- ‘Due Date’ – Date expected to complete the action item