Delegating Tasks to Resources

As a resource manager, a project manager might assign all project tasks to you. You are then responsible for passing those tasks on to the resources you have determined to be appropriate.

As a team lead, the project manager or resource manager might assign you a set of tasks in your specialty area. You can then delegate some or all of those tasks to others on your team to make sure that the right resources are working on the right tasks, and that these tasks can be done on time.

The process begins when the project manager assigns tasks to you, and those assignments show up in your Tasks list. To delegate assignments to others, follow these steps:

1 In the Project Web Access navigation bar, click Tasks.

2 In the side pane, click Delegate Tasks.

The Delegation section opens above the Tasks table (see Figure 23-22).

Figure 23-22. Use the Delegation section to set your options for delegating tasks.

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Figure 23-22. Use the Delegation section to set your options for delegating tasks.

3 In the Delegation section, select or clear the check boxes to control which tasks you see in the list.

4 In the table, select the task(s) you want to delegate to a resource. Use your Shift or Ctrl keys to select multiple tasks as needed.

If you don't see all the tasks you want to delegate, click All Tasks in the side pane.

If you are assigned to tasks from multiple projects, by default the tasks are grouped by project.

5 In the Delegation section, click the Delegate Task button. The Delegate Tasks wizard appears.

6 Specify the resource to whom you are delegating the task. Also specify whether you are assuming the lead role on the task and whether you will continue to track the task in your Timesheet. Click Next.

7 In the next wizard page, confirm your changes, and then click the Send button.

An update regarding this delegation is submitted to the project server for review by the responsible project manager. If the project manager accepts the delegation, it is reflected in the project plan. After you have delegated tasks, you have additional choices for working with those tasks and the resources to whom you delegated the tasks. Depending on your choices and permissions in tracking the delegated tasks and whether you are retaining the lead role, the Request Task Status and Delegate Lead Role buttons appear in the Delegation section of the Tasks area (see Figure 23-23).

View my tasks

□ View Options Filter Group, Search | Delegation |

1

Select a task, then choose an action below:

Delegate Task | | Reguest Task Status | | Delegate Lead Role |

W Show; AH delegated tasks that I track v W Show my tasks in addition to delegated tasks

|7j Hide 1 Reject | ^ Insert Notes | ^ Link Risks | ^ Link Issues | Link Documents | & 6/29/2003-7/5/2003 a

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Task Name

Workl

1

1

Sun 29

Mon 30

Tue 1

Wed 2

Thu

□ Mi?

Act. Work

12h

Oh

Oh

0

El Office Move

172h

Act. Work

6h

12h

Oh

Oh

0

B One To Two Months Before Movi

156h

Act. Work

6h

12h

Öh

Oh

0

Obtain estimates from moving coi

96h

Act. Work

Hire movers

8h

Act. Work

|< > 1

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Figure 23-23. Use the Delegation section to request task status and delegate your lead role.

Project Management Made Easy

Project Management Made Easy

What you need to know about… Project Management Made Easy! Project management consists of more than just a large building project and can encompass small projects as well. No matter what the size of your project, you need to have some sort of project management. How you manage your project has everything to do with its outcome.

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