Delegate Assignments

Any user in the system with PM Compass access can be an assignee on a workflow step. An assignee can delegate their assignments to another user. When a workflow step starts, the system will check whether an assignee on the step is delegating their assignments. If they are, the system will create an assignment for the assignee and for the delegate.

To delegate assignments:

  1. On the application toolbar, click Settings » User Preferences.

  2. Select Delegate My Assignments To:.

    When you select this option, it is also selected in the Deltek EPM Security Administrator.

  3. Click in the Delegate My Assignments To: field to select a user to whom you want to delegate your assignments.

  4. Select the user using the User Search dialog box.

  5. Click OK to apply the change you made.

What do you want to do?

Set default dashboard

Automatically hide the Navigation menu

Automatically retrieve records when opening searches

Enter user credentials for Deltek's Customer Care Connect site


Learn more about...