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

  1. Open the Workspace module.
  2. Select the My Timesheet tab.
  3. On the view toolbar, click Assignments.
  4. In the under 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 under Assignments dialog box, there will not be any assignments listed. In subsequent visits, existing assignments are pre-populated.
  5. Click the Investment Browse button.
  6. 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.
  7. Select an item from the search results or from the tree, and then click OK.
  8. 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 investment. Possible reasons could be that the investment is checked out, you don't have permission to self-assign, or you don't have permissions on the investment.
  9. For any items that you want to self-assign, select the check box in the Assigned column, or click the Add button.
  10. Click OK.