Create an assignment

You must have permission to the Projects Module to work with projects.

• By default, only users with the following permissions can create project workflows and assignments:
  • Administrator permissions
  • Access to the Project Module with the Create permission
• Even if you don't have these permissions, you can be granted a special permission to create workflows and project assignments after a project is created.
  • If you are an administrator, refer to Allow users to create project assignments and workflows

• You must have an existing project. Before you can create an assignment, you must have a project. Create a project if one doesn't exist.
• Customize your activities. Inspire administrators can add options to the Activity list or update the default values. Follow the steps in Add a project activity configuration.
• Work with participants. You have the option of assigning work to a single participant or identify a group of users who can claim the assignment.
  • If you want to identify who can work on an assignment when you create it, you can select a member of the project team. If you select a user who is not already a part of the project, they are automatically added to the Project participants. Follow the steps in Add participants to a project.
  • If you try to assign work to a participant who doesn't have access permissions to a component in the assignment, you will see an error with the name of the restricted component.

    

    • You are returned to the Create or Update Assignment screen to change the participant or the component.
    • For details on how to set permissions, refer to: Set permissions.
• Make an assignment Claimable. A project assignment can be given a State of Ready to Claim. In this scenario, no specific user is assigned to complete the work. Instead, a list of possible users is identified and they are all notified that the assignment can be claimed. The first user to claim the assignment by setting the State to In Progress can complete the work. This option to make an assignment Claimable is available when working with project assignments and workflow activities.

  

• Component options. When you create an assignment, if you include multiple components in the assignment, you have the following options:

  • Create a separate assignment for each component
  • Keep all the components in this single assignment

  If you choose to create an assignment for each component you included, all assignments that Inspire creates will have the same activities, states, and properties as the original assignment.

  

  You only see this option when you create an assignment. You must:

  • Add multiple components

  • Click Create

  You do not see this option when you are updating an assignment by clicking Update.

  • You can create an assignment without adding components. If you do this and update the assignment later to add multiple components, you will not see this option.
  • Even if you are updating an assignment that originally had no components included, and you add multiple components, when you click Update, all components are added to the existing assignment.