The open role feature facilitates project planning. All planned work can then be assigned to a member afterward, streamlining the project management process.
On the Planner page, expand a Project to see Open roles and Work Plans on this Open Role.
Click Assign on the top or three-dot on the role, then select Assign Role
Select the Member to assign the Open Role to. You can search the Member by name on this menu. Only one Member is allowed to be selected here, click Add to continue.
Assigning to a Member will transfer all the Work Plans and Open Role estimated hours on Budget Space to this Member.
A confirmation modal will show to confirm hours assigned to the Member. Estimated hours come from Budget Space, planned hours come from Work Plan hours from today onwards. Click Assign Role to continue.
Once assigned, the Open Role will be removed, the Work Plans will be assigned to the Member instead, as well as the estimated hours on Budget Space
