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 view any Open Roles along with the associated Work Plans. To assign work, click the Assign button located at the top of the Open Role section.
Select the Member to assign to the Open Role. Use the search field in the menu to locate the Member by name. Only one Member can be selected for each assignment. Once selected, click Add to proceed.
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.
