Open Roles (also known as generic roles/ resources) allows you to build out future work for a role within your organization without affecting your teams capacity. This is a powerful feature for project planning - allowing you to plan the work first and then assign to a specific member later.
Within the Planner Space; expand a Project to view any Open Roles - along with the associated Work Plans. To assign the work plan, click the Assign button located at the top of the Open Role section.
If you’d like to only assign a single work plan at a time; you can either drag and drop the work plan to the desired row - or open up the work plan and use the Member drop-down menu to select the desired member:
Once the work plan is opened, simply select the Member to assign to the Open Role work plan to. The Role associated with each Member is displayed beneath the name to assist in identifying the most suitable candidate. Use the search field within the menu to locate a Member by name. Only one Member can be selected per assignment. Once a Member is selected, click Add to proceed.
A confirmation modal will show to confirm hours assigned to the Member. A helpful reminder, 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 work plan or row (if the entire row is assigned) will be removed. Applicable work plans will be assigned - as well as any estimated hours previously entered in Project Budget Space.
