Assignments

When you assign a record to other people, they have access to that record. If default assignees were set for the record at the record settings level, they are added automatically to the new record, and the record’s workflow state is changed to the first non-draft state.

  1. Open the record.
  2. In the Information panel of the module, click View assignments or courtesy copies, and then expand the Assigned To section.

    3. —Or—

    In the Information panel of the full record, expand the Assigned To section.

  1. Open the project home page.
  2. If the Assignments panel is closed, click Assignmens panel toolbar button (Assignments).
  3. In the By section, select the filters.
    • Assigned To: The name of the assignee.
    • Company: The company of the assignee.
    • Record Type: The type of assigned item.
    • Status: The status of the assigned item.
    • Due Date: The due date of the assignment. If an assignment doesn't have a due date, the record due date, if available, is used.
  4. To open a record from the panel, click one of the following:
    • chevron_right (Open): Open the record in the current tab.
    • open_in_new (Open): Open the record in a new tab.
  • In the module, select the records, and then click Resend icon (Send) on the toolbar.

    • —Or—

    On the assignment card, click more_horiz (More) > Send Assignment Reminder.

    Reminders are sent only for open assignments.

After you add an assignment to a draft record, the record automatically changes to the next workflow status in the list. If the notification setting is on, assignees receive an email when they're added. Assignees can add a comment to the record by replying to the notification.

  1. In the Assigned to section of the panel, click Add.
  2. Open the list of users, contacts, or distribution lists.
    • To open the list of ProjectSight users, click Users.
    • To open the list of company and project contacts, click Contacts.

      • To view all the contacts in the portfolio, select the Include portfolio contacts checkbox.

    • To open the distribution lists of contacts, click Distribution list.

    The list displays only project contacts or displays all contacts and users, depending on the portfolio setting for company and contact selection.

  3. Select the checkbox for one or more names or distribution lists.
  4. To invite a member, click Invite member.

    5. This option is available if you have permission to invite members.

    1. In the Email field, enter or select the email address.

      2. If you select an existing email address, the contact's name, company and default security role are entered automatically.

    2. From the Security role list, select a security role to make the new team member a ProjectSight user.

      3. —Or—

      Select None (contacts only) to make the new team member a project contact.

    3. In the First name and Last name fields, enter the name.
    4. In the Company field, select the company.

      5. —Or—

      Enter a new company name, and then click Add.

    5. Click Save.

      6. —Or—

      Click Save & add another to invite another team member.

  5. Click Done.
  6. To add a due date on the contact card, click Set a Due Date or Calendar icon (Date), and then select a date.

    7. If the record has a due date, that date is used as the assignment due date, but you can change it.

If you're assigned to a record, you can add a comment and link items to it by replying to the email notification. However, the assignment isn't marked as done until you manually change it.

  1. Open the email notification, and create a reply.

    2. In the email notification, click Reply.

  2. In the reply email, enter your comment above the indicated line.

    3. To include a web link, enter the URL in the reply. In ProjectSight, you can't click the link, but you can copy and paste it into a browser.

  3. Attach files to your response.

    4. The files will be linked to the comment in the record.

  4. Send the reply.

    5. The reply is added to the Comments tab of the record.

  • In the Assigned To section of the panel, click the side of a contact card, and drag it to a different position.

    • Assignments don't have to be completed in this order.

  • On the contact card, click Calendar icon (Date), and select the new date.

    • You can only change the due date for assignments that aren't completed yet.

  • On the contact card, clickcheck(Mark Done), so it becomes green (check).

You can only delete assignments that aren't done yet.

  • On the contact card, click more_horiz (More) > Remove.

    • This person will no longer receive notifications.