Assigning multiple users to Projects and creating groups for common resources. How are you doing it?

jaleyva33
Tera Expert

‎04-26-2017 06:12 AM

We are new to PPM and have the use case of needing to make assigning users to projects for Project Managers easier. If I am a PM with multiple projects, what is the best way to handle the following:

1. Adding multiple users to Project Tasks through a group assignment

2. Have the ability for PM's to manage groups for common resources so they don't have to manually add the same resources multiple times for multiple products.

3. If a PM adds someone to a group, have them added to each of the project tasks (same relationship as Users getting Roles that are assigned to the Group).

How are people doing this? It appears this functionality is not there OOB and a methodology needs to be custom. With that said, what is the best option to manage this?

My thoughts re simply adding a new Group "Type" for Project Groups and allowing PM's to manage them? Also, I am curious if the the SDLC "Team" concept be leveraged here?

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arun_vydianatha
ServiceNow Employee
ServiceNow Employee

‎04-29-2017 08:41 AM

You can leverage the additional assignee column to assign multiple users to a project task.



Having said that what you are asking for with regards to auto assignment is not available OOB.


Best way I can think is have a BR on project task table, and when you assign the group to the Project task, automatically pick members of the group and add it to the additional assignee list in project task.



Same way you will need to have a BR on Group member table so that any add/delete of members from group should sync it back to project tasks.



Thanks


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