Overview

My Assignments is designed to help Birdview PSA users to focus on work at hand. While Activity Center gives one access to any project or task the user can view or edit, My Assignments is confined to activities assigned to you and you only.

Activities are NOT shown on the My Assignments page of an assignee, by default, if they:

• are completed (change active/completed filter to show);
• belong to completed projects (change active/completed filter to show)
• belong to projects put on hold;
• the 'work is done' checkbox is selected on the task details for the assignee (with Active filter on – see note below); and/or
• are in a dependency relationship and the Master task has not been completed (unless the extra setting 'Show activities with unfinished predecessors' is enabled - see below Extra settings).

The page offers wide sorting options allowing you to manipulate the list of tasks assigned to you.

A typical My Assignments page looks as follows:

Task Sorting

My Assignments page lists the activities which you are assigned to and whose status is either treat-as-open, treat-as-hold (if the Active filter is on – see below) or treat-as-completed (if the Completed filter is on). The activities can be sorted by:

• Start date,
• End date,
• Priority,
• Project,
• Customer name,
• Importance (WBS).

Active/Completed filter

You can filter your assignments by being active or completed. The former include activities with treat-as-open and treat-as-hold statuses. The latter include ones with treat-as-completed statuses. See Status types for more info.

An activity with an open status will be listed on the page with the Completed filter on if you are done (I'm done has been clicked) with your assignment within the activity with multiple assignees.

I'm done

To mark your work on a task as done, click the white circle with a checkmark next to the task. The circle will change color to green, upon which the task will disappear from the page as closed.

Tasks with a treat-as-open status, for which you clicked I'm Done are visible as grayed and stricken through to you in Activity Center.

Time Tracking

You can log time for an activity either manually or using a timer.

Manual Time Logging

To log time manually:

1. Hover the pointer over the task you want to log time to.
2. Click the 'Add time entry' button
3. As a time log entry box opens, select the date and type in a decimal value (up to two digits after the decimal point).
4. Click 'Record XX h'.

Using Timer 

To log time using a timer:

1. Hover the pointer over the task you want to log time to.
2. Click the '0:00:00' button.
3. The timer starts counting.
4. To stop timer, click the timer button again.
5. To record the time, click 'Add'. The recorded time log appears next to the timer button.
6. To cancel recording time and reset the timer, click 'Reset'.

Extra settings

To access additional settings, click the sprocket button (see illustration above).

Two options are available:

1. Show activities without end date
2. Show activities with unfinished predecessors

Hours Indicator

If there are time logs (actual hours, AH) and hours left (HL) associated with an assignment, its hours indicator displays values according to the rules:

The My Assignments page is limited to show last 200 activities.