Delegate activities
To handle sick time or vacations, use the Delegation feature to allocate new activities from one resource to another for a specified time period.
Delegating an activity differs from reassigning an activity. When delegating, the activities appear on the work queue for both resources.
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On the
Resources menu, click
Delegation.
The Delegation page appears and shows activities delegated to resources for whom you are responsible.
- On the Delegate From list, select the resource with activities to delegate.
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On the
Delegate To list, select the resource to whom to delegate activities.
You can delegate activities from a user to a group, but not from a group to a user.
- Select the Use End Date check box and specify a date when the delegation ends.
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Click
Create.
The Delegation page is updated to include the new delegation.
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To remove the delegation, select the row and click Remove .
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To update a delegation, select a delegation from the list, modify the details, and click Update.
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To clear the delegation, click Reset.
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