Quick Assign

In Dovico Planning & TimesheetDovico Timesheet, assignments are the unique links between projects, tasks, and employees that define how a project is organized for time entry. Assignments establish who works on what and are required before employees can begin to track their time on projects and tasks.

The Quick Assign view is used to quickly assign tasks to projects, and to assign employees to tasks.

To view the assignments in a hierarchical format, click the Project Assignment tab located in the Employees & Projects area of the software.

Warning: Assign/Unassign operations performed using Quick Assign may slow down the server for the length of the operation. If you plan on performing a large assign/unassign workload, it may be beneficial to do this during off-hours.

To create assignments using Quick Assign:

Select Quick Assign from the menu (Menu > Views tab > Quick Assign).
Select one or more projects from the list.
Select either Tasks (or Task Groups) from the drop-down list and select the items to assign to the selected project(s).
Select the Employees (or Teams) from the drop-down list and select the items to assign to the selected tasks (or task groups).
Click Assign.

Tips:

Hold the Ctrl key to make multiple selections in any Quick Assign list box.
If using project-based approval workflows, then you should review these workflows whenever employees are added to a project.

Notes:

When assigning using Teams, the user creating the assignments must have access to every member of a team before the team is displayed in the list.
Projects created using the Project Planning tool or projects linked to Microsoft Project are not available in Quick Assign.

To remove assignments using Quick Assign:

Notes:

Removing assignments will delete budget information (estimated hours, budgeted costs, etc.) but will not delete timesheet entries.
Before removing assignments, all time and expense entries for the project(s) should be submitted.
When assignments are removed using the Quick Assign view, only the lowest level assignments are removed. That is, if projects, tasks and employees are selected for unassign, only the employees will be unassigned. To unassign tasks, only projects and tasks should be selected from the lists.

Select one or more projects from the list.
Select the tasks or task groups to unassign from the list.
Select the employees or teams to unassign from the list.
Click Unassign.