You can assign members to items in your Gantt charts, including assigning team members to multiple items at once!
The data table in your individual project grid or portfolio Gantt chart shows you which team member is assigned to which item in the Gantt chart. Team members can be assigned to tasks, elements, stage gates, stages and grids.
Assigning a Member to an Individual Item
To assign a team member to an item:
- In the assigned to column of the Gantt data table, double click on the relevant assignee cell in the table
- Start typing the name of the member you want to assign or scroll up/down the list
- Select the member
- Click out of the cell or press enter to confirm and assign them to the item
Note: you will need at least edit access to the grid to edit item assignees.
Note: completed stage gates cannot be reassigned unless you uncomplete them first.
Assigning a Member to Multiple Items
It is also possible to assign multiple items (grids, stages, elements, stage gates and tasks) to a team member in the project grid and portfolio Gantt charts:
- In the assigned to column of the Gantt data table, select the assignee cells of the items you want to assign using shift key + mouse click (to select adjacent cells) or ctrl key + mouse click (to select non-adjacent cells) – see editing multiple Gantt data points in the Gantt chart for more information
- Once you have selected the items you want to assign, keep holding down the shift or ctrl key and double click on one of the selected assignee cells
- Start typing the name of the member you want to assign or scroll up/down the list
- Select the member
- Hold down the ctrl key and press enter (ctrl + enter) to confirm and assign the selected member to all the selected items
The items you selected have now been assigned to the chosen team member.
