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ProjectLink --> assign a role to an activity (not a team member)

boemi
12-Amethyst

ProjectLink --> assign a role to an activity (not a team member)

Hello Community

Does somebody has experience to assign a role to an activity and not a teammember?

We would like to create template projects where we can define the roles on the team page and then several activity were assigned.

Anybody can help or has similiar topics?

Thanks for your response.

Regards,

Marc

8 REPLIES 8
kpritchard
4-Participant
(To:boemi)

No experience with a solution, but definitely on board with the need. If you create a Product Idea I'll definitely vote it up.

MikeLockwood
22-Sapphire I
(To:boemi)

Does attached address the need?
Using this now with multiple clients.

Here, you may use shared team as shown below from Project.

SharedTeam.GIF

sm
1-Newbie
1-Newbie
(To:boemi)

Role based assignments are coming in Windchill 10.2 M030. When assigning resources to a Plan event (Activity or Milestone) you'll be able to chose from Windchill Group or Windchill Team Role. Activities will still only have one owner. This change is regarding resource assignment.

RoleBasedAssignment.png

boemi
12-Amethyst
(To:sm)

Hello Scott

Thank you for your answer,

that helps us to understand that PTC is going to the right direction.

Unfortunately we are on Windchill 10.1 M040... since 2 months.

Is there a overview what capabilities will come up or are different in the 10.2 release?

We are thinking also about "ressource management" and "baseline" capabilities (equal to MS Project).

Today we had again a conversation with Dave Wilson from PTC Toronto about ProjectLink.

Regards,

Marc

sm
1-Newbie
1-Newbie
(To:boemi)

Marc, please work with Dave and he should be able to connect you with the Solution Manager for Windchill Project Management to get all the details.

ybagul
1-Newbie
(To:sm)

Scott, This is different, but need to ask. Will Change Task also allow a group or role instead of user to be assigned in 10.2 M30?

Thanks,

Yogesh

sm
1-Newbie
1-Newbie
(To:ybagul)

The Role based assignment is specific to Windchill Plans. Not sure if it was extended to Change Tasks.

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