Review Allocated Work

The Allocated Work tab lists the elements to which your model Author ID has been allocated as a resource, where your Author ID is the same as:

Your Enterprise Architect security user ID, if security has been enabled, or
Your workstation login ID if security has not been enabled

 

For each element, the tab:

In the left-hand panel lists the roles or tasks assigned to you as a resource on that element, for which the Complete % field value is less than 100
In the right hand panel displays a Gantt chart showing your progress in performing each role or task

 

You can add further work items for an element through the Allocated Work tab; however, you cannot delete any records. A record is no longer listed when the Complete % field value is 100.

You or your supervisors can also add records through the Resource Allocation tab of the Project Management window.

Access    View | Personal Tasks > Allocated Work

Use to

View the elements to which you have been allocated as a resource, and the tasks you have been set to complete
View and edit the properties of the elements you have been allocated to as a resource
View and edit the details of each assigned role or task including, if you follow your project team procedures, re-assigning your task to another resource
Add further tasks to an element
Filter the display to show only items having a specific text element in the title, or restrict selected items to show just the element, not the tasks
Locate the elements in the Project Browser
Locate the tasks in the Resource Allocation tab of the Project Management window
Print a list of tasks
Capture an image of the display to a file or to the clipboard

How to

On the Allocated Work tab, make selections from the options as indicated below:

Option

Usage

See also

Review element properties

Double-click on the element name.

(Alternatively, right-click on the element name and select the Properties context menu option.)

The Properties dialog for the element displays; review the pages as required.

 

Properties Dialog

Review resource task details

Double-click on the task item.

(Alternatively, either:

Double-click on the progress bar for the item on the Gantt chart, or
Right-click on the task or role name and select the Properties context menu option)

 

The Assigned Resources dialog displays, which has the same content, format and functions as the Resource Allocation tab of the Project Manager window, in Item mode.

Should it be necessary to reassign the item to another resource, click on the drop-down arrow on the Resource field and select the appropriate Author ID; when you save the changes, the item no longer appears in the list of tasks assigned to you.

 

Resource Allocation

The Project Management Window

Create new task item

Right-click on the element name and select the Assign Resource context menu option.

The Assigned Resources dialog displays, with your Author ID in the Resource field.

Complete the dialog as for the Resource Allocation tab of the Project Manager window.

 

Resource Allocation

Refresh display to incorporate changes

Your work item  can be edited in a number of places in Enterprise Architect, such as the Project Task Allocation window and the Resource Allocation tab; the element to which it is assigned can be edited in these and many other areas.

To refresh the display with any changes made elsewhere, right-click on the display and select the Refresh context menu option.

 

Resource Allocation

Project Task Allocation

Properties Dialog

Display the Resource Allocation tab of the Project Management window

Right click on the list of items and select the Show Resources Window context menu option.

The Resource Allocation tab of the Project Management window displays, listing all items for all resources associated with the element, and displaying the details for the first item in the list.

 

Resource Allocation

Locate the item in the Resource Allocation tab of the Project Management window

Right-click on the work item and select the Locate in Resource Window context menu option.

The Resource Allocation tab of the Project Management window displays, showing the item details for the selected item only.

 

Resource Allocation

Locate the element in the Project Browser

Right-click on either the element or the work item and select the Find in Project Browser context menu option.

The appropriate package hierarchy expands in the Project Browser, and the selected element is highlighted.

 

 

Expose hidden sections of the work item progress

Some items might cover a long period of time, and you might not be able to display the complete progress line for the item in the Gantt chart.

To locate the start point, expected end point, or today's date on the progress line for an item, right-click on either the item or the progress line and select the appropriate context menu option:

Go To | Task Start
Go To | Task End
Go To | Today's Date

 

The Gantt chart shifts left or right to position the required point in the center of the display.

 

 

Filter the work items

You can refine the list of work items to show only those containing text that matches the filter item.

Right-click on the tab and select the Apply Filter context menu option.

The filter bar displays at the top of the panel; type in the filter text.

As you type, the items listed and the Gantt chart are filtered to show only items where the item names match the text string.

The filter does not operate on the element names.

If you do not want to use the filter, right-click on the tab and select the Hide Filter Bar context menu option.

 

 

Capture an image of the Allocated Work data as a graphics file

Right-click on the tab and select the Save Image to File context menu option.

The Save As Image dialog displays, on which you specify the file name, location and graphics file type to save to.

 

 

Copy an image of the Allocated Work data to the clipboard

Right-click on the tab and select the Copy Image to Clipboard context menu option.

You can paste the image from the clipboard into your preferred graphics package.

 

 

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