Search Knowledge Base by Keyword

Making Assignments

You are here:
< Back

An activity, milestone, or benchmark can only be assigned one WBS node at a time. Making a new assignment will therefore erase any prior assignment, which can be verified in the Assignment column.

For codes, assignments actually take place at the value level. Property windows allow you to see which code values have been assigned to a specific object. The Codes Manager allows you to see which objects have been assigned to a different code valuesAnd finally, the Set Global Properties window allows you to edit assignments in-bulk for multiple objects. Instructions for each are provided below.

Steps

Assigning a WBS Node

  1. Click Tools > Manage Codes from the menu bar.
  2. In the list on top, select the desired node.
  3. In the list on bottom, check or uncheck the desired objects.
  4. When finished, click Close. Any changes will be saved automatically.

Assigning a Code via Property Window

  1. With the Select Tool Select Tool Icon chosen in the toolbar, double-click the desired object, or right-click and choose Properties.
  2. Click the Assign button next to Codes. The Assign Codes window opens.
  3. Check or uncheck the desired values in the list.
  4. When finished, click Save.
  5. Click OK.

NOTE: Single-assignment codes are highlighted in green. Multiple-assignment codes are highlighted in orange. Codes may be clicked to hide or show their values.

Assigning a Code via Codes Manager

  1. Click Tools > Manage Codes from the menu bar.
  2. Click the Codes icon.
  3. In the list on top, select the desired value.
  4. In the list on bottom, check or uncheck the desired objects.
  5. When finished, click Close. Any changes will be saved automatically.

NOTE: If an attempt is made to assign an object to another value of the same single-assignment code, the system will prompt you first.

Assigning a Code to Multiple Selected Objects

  1. With the Multi-Object Select Tool Multi Select Icon chosen in the toolbar, select the desired activities on-by-one on the canvas. Alternatively, you can click on a blank portion of the canvas and drag a rectangular marquee box around all the desired activities.
  2. Click Objects > Set Properties for Selected Objects from the menu bar.
  3. Click the dropdown next to Change Codes and choose a desired code.
  4. Click the next dropdown to the right.
    1. To assign a value, click twice until a black check appears.
    2. To unassign a value, click once until blank.
    3. To leave unchanged, click until the minus sign appears. For more info, see Setting Properties with Check boxes in the Bulk-Editing chapter.
  5. Repeat steps 3-4 as desired in either the Activity, Milestone, or Benchmark tabs.
  6. When finished, click OK.

NOTE: When a value of a single-assignment code is checked, all other values of the same code will be automatically unchecked.

Notes

WBS View

Lower List

By default, the list on bottom will be automatically ordered with any objects that have been assigned on top. This can be changed by clicking any of the columns. As you click through the list, the canvas will be scrolled and the item spotlighted. For more info on how to turn off scrolling, see Enabling/Disabling Canvas Scroll in The Codes Manager section

Screenshot 2016-05-31 04.44.17 - Copy (2)

Tip: to view a larger version, click the Expand icon Enlarge-web above the list. Any customization of the columns will be lost upon closing and reset to that of the Codes Manager.

Column Definition
Assign Controls whether or not the object is assigned to the value from above. NOTE: This column will be disabled if the item selected in the list at the top is not a value.
Type An image representing the type of object.
Description The text field for describing the object.
Assignment The currently-assigned node, if any.
Abbr. Description The text field limited to 48 characters to be displayed on the canvas if the description is too long
ID The user-entered unique identifier.
Start Date The date and/or time the object begins.
Finish Date The date and/or time the object will be finished.
Duration The amount of time the activity takes to complete.
Drift The amount of time the object can gain before advancing the start of the project.
Float The amount of time the object can be delayed before delaying the completion of the project.
Total Float Drift + Float.
Grid # The gridline or row number that the object is drawn on.

Codes View

Lower List

By default, the list on bottom will be automatically ordered with any objects that have been assigned on top. This can be changed by clicking any of the columns. As you click through the list, the canvas will be scrolled and the item spotlighted. For more info on how to turn off scrolling, see Enabling/Disabling Canvas Scroll in The Codes Manager section.

Tip: to view a larger version, click the Expand icon Enlarge-web above the list. Any customization of the columns will be lost upon closing and reset to that of the Codes Manager.

Column Definition
Assign Controls whether or not the object is assigned to the value from above.
Type An image representing the type of object.
Description The text field for describing the activity.
Abbr. Description A text field limited to 48 characters to be displayed on the canvas if the description is too long.
ID The user-entered unique identifier.
Start Date The date and/or time the activity begins.
Finish Date The date and/or time the activity will be finished.
Duration The amount of time the activity takes to complete.
Drift The amount of time an activity can gain before advancing the start of the project.
Float The amount of time an activity can be delayed before delaying the completion of the project.
Total Float Drift + Float.
Grid # The row number of grid location of the object on the canvas.

Advanced Code Properties

Assignment Behavior

11457-2

By default, all codes have an assignment behavior of Single, meaning that only one value of the same code can be assigned to the same activity. This is required for exporting to P6 or using for swimlanes in the Layout Manager. If desired, a code can have an assignment behavior of Multiple, meaning that more than one value of the same code can be assigned to the same activity.

NOTE: Behavior cannot be changed unless all assignments are removed.