Assigning Yourself to Collaborative Documents
If a deliverable or activity is collaborative, and if it has no current owner, you can assign yourself as its owner. After you finish working on the document, you can unassign yourself as its owner, allowing another team member to make themselves the owner and contribute their information to the document. This process of sequential ownership allows multiple team members to work on the same document.
The Project Manager or a Process Manager selects which deliverables are collaborative.
To assign or remove yourself to a collaborative document:
- Confirm with the project manager and your team that the deliverable or activity is collaborative and that there is no current owner.
- Display the project and select the Stages
page to display all deliverables and activities in the stage.
If Available displays in the Owner list, the document is collaborative and there is no current owner.
You can also assign and unassign yourself to a collaborative deliverable or activity from the deliverable or activity details.
- In the Owner list, select your name as the owner.
If you are listed as the owner, select Available in the Owner list to remove yourself and make the deliverable or activity open for another team member to pick up.
- Click Apply to save your changes.
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Notes:
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- Adding a Predecessor to a Deliverable or Activity
- Adding Activities to Deliverables in Projects
- Adding Workflows to Deliverables and Activities in Projects
- Assigning Yourself to Collaborative Documents
- Completing Deliverable Quick Grids
- Completing Work on File-Based Deliverables and Activities
- Completing Work on Online Deliverables and Activities
- Delegating All Your Assignments
- Document Ownership and Editing Rights
- Managing Action Items
- Managing Baselines for Project Data
- Refreshing Accolade Data in Microsoft Documents
- Reviewing Your Insight Cloud
- Viewing Project Time View