Self Assignments

If the project manager has enabled it, you can use the Assignments dialog to allocate yourself to tasks, work items, and activities without the involvement of a manager.

Allocating yourself in this way enables you to capture both task- and non-task-based work and provides a more complete picture of your overall workload. Self-allocation is useful when you need to report time for work performed that is outside of scheduled context or when you are asked to perform work that was not originally assigned to you.

For example, if you need to respond to a help desk service request, such as a work item, you can assign yourself to that work item and record you time against it. This work is not part of your scheduled project-based assignments. If enabled, a notification will be sent to your manager informing them of the self-allocation, and the task, work item, or activity can also be included on your timesheet.

Assigning yourself to a task

You can assign yourself to a task. Self-assignment is useful when you need to report time for work performed that is outside of scheduled context or when you are asked to perform work that was not originally assigned to you.

To assign yourself to a task

Open the Tools module.
Select the My Timesheet tab.
On the view toolbar, click Resource Assignments.
In the Assignments dialog box, click the Tasks tab, depending on the type of work to which you are self-assigning. The first time you use the Assignments dialog box, there will not be any assignments listed. In subsequent visits, existing assignments are pre-populated.
Click the Browse button.
In the Select Investments dialog box, enter a search term and click Search, or expand the tree view. You can toggle between the search results and the tree view.
Select an item from the search results or from the tree, and then click OK.
Any available items that are already assigned to you are listed. To see all items that are available for self-assignment, clear the Show My Tasks Only check box, and then search for available items. If there are no items available to which you can self-assign, the Self assignment is not available icon displays. Mouse over, or click this icon for a explanation as to why no items are available for the selected item. Possible reasons could be that the item is checked out, you don't have permission to self-assign, or you don't have permissions on the item.
For any items that you want to self-assign, select the check box in the Assigned column, or click the Add button.
Click OK.

Assigning yourself to a work item

You can assign yourself to a work item. Self-assignment is useful when you need to report time for work performed that is outside of scheduled context or when you are asked to perform work that was not originally assigned to you.

To assign yourself to a work item

Open the Tools module.
Select the My Timesheet tab.
On the view toolbar, click Resource Assignments.
In the under Assignments dialog box, click the Work Items tab, depending on the type of work to which you are self-assigning. The first time you use the Assignments dialog box, there will not be any assignments listed. In subsequent visits, existing assignments are pre-populated.
Click the Browse button.
In the Select Investments dialog box, select an item and click OK.
Select an item from the search results or from the tree, and then click OK.
Select a work item to which you want to assign yourself and in the Assigned column, click Add.
Click Save.

Assigning yourself to an activity

You can assign yourself to an activity. Self-assignment is useful when you need to report time for work performed that is outside of scheduled context or when you are asked to perform work that was not originally assigned to you.

To assign yourself to an activity

Open the Tools module.
Select the My Timesheet tab.
On the view toolbar, click Resource Assignments.
In the under Assignments dialog box, click the Activities tab, depending on the type of work to which you are self-assigning. The first time you use the Assignments dialog box, there will not be any assignments listed. In subsequent visits, existing assignments are pre-populated.
Click the Browse button.
In the Select Investments dialog box, select an item and click OK.
Select an item from the search results or from the tree, and then click OK.
Select an item to which you want to assign yourself and in the Assigned column, click Add.
Click OK.