You can also change the allocation of a user on a task by clicking the More and Less buttons, or by directly specifying allocation in the edit field. Here you can add users to the selected items by selecting a user from the drop-down list. Do so by selecting the Add or remove users menu item in the main timeline item list menu, by pressing Ctrl + R (Cmd + R) on the keyboard or by clicking More on the item details window (to the right of the user drop-down). If you want to add or remove more users, or adjust the allocation of a user for a given task, open the "Add or remove users on selected item" window. This is very good for locating users in large teams.
You can filter on different user groups, or find users by way of a free text search. If you want to reset this percentage to 100%, see 'Adding and removing multiple users' below. If the user was previously allocated to the same task with a lower percentage, they will instead receive the same allocation percentage they had before. By default, the user you select will be allocated 100% of the time in the project. In the item list, you can assign users to tasks and use the Portfolio allocations tool to see how that user is currently allocated, to avoid over- and under-allocation.Ī quick way to assign one user to a task is to double click the field under the column Assigned to, or to select it in the Item Details window. When you assign users to tasks, these tasks will immediately be visible to the assigned user - and to the whole project team. One of the fundamental aspects of Hansoft Project Manager is the sharing of information, specifically the project plan.
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