Resolve user groups

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  • Updated 2 weeks ago
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When I select a part of a hierarchy as project team it would be very useful to be able to assign single members of this hierarchy group to tasks within the project. Unfortunately such a group doesn't get resolved. Or is there any other way to do that?

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Purpus, Matthias

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Posted 2 weeks ago

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Vinodh.V, Community Moderator

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Hello Matthias,

Thank you for posting your query inĀ  Replicon Community.

As I correctly understand your requirement is to select one resource to multiple projects at the task level.

We suggest you assign the resource using RIA.

To know more about Replicon Import Addin, refer to the below article:

https://www.replicon.com/help/using-the-replicon-import-add-in-ria/

https://www.replicon.com/help/adding-data-using-ria/

Important: Before performing an import, it is advisable to do it on a test project, if you have any issues in the import, please contact our support team.

https://www.replicon.com/customerzone/contact-support/

Hope this information helps.

Regards,

Vinodh.V
(Edited)
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Purpus, Matthias

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Hi Vinodh,
Thanks for your quick reply. You didn't get me correctly. What I do is:
1. Navigate to the Team-tab of a project
2. Click on "Add Hierarchy" and select my team. The whole team is then assigned to the project which is what I wanted.
3. Navigate to the Task-tab of the project
4. Click the "Add or remove resources" button of a task -> The Task Resources dialog opens.
5. Now I'd like to select only two staff of my whole team for this task, but the dialog only allows to select the whole team instead of single members of the team.

Sorry for the confusion. I hope this explanation clarifies what I'm looking for.
Regards,
Matthias
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Vinodh.V, Community Moderator

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Hello Matthias,

Thank you for the clarification.

You are selecting the department or Group in the project team tab and when selecting the task, you would like to include only a few members within the selected team.

Currently, the system only gives you the department/group, etc to be selected.

To overcome this, we would suggest you to use RIA, to add the users to the task in bulk (This Addin must be downloaded and installed on the computer, refer to the links shared in the previous response.)

Sample RIA: Using RIA, you may select individual or multiple users from the team.



We have also forwarded this request to our Product Management team.

Regards,

Vinodh.V
(Edited)
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Purpus, Matthias

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Hi Vinodh,
Thanks again for your answer. I will check if my company allows me to use RIA.
Thanks also for forwarding my question. Maybe there will be a simpler solution in the normal Replicon interface in one of the future versions...
Regards,
Matthias