Assign Task Owner in Planview
Planview can have multiple resources assigned to each Task, while only one resource can be assigned to a Task in CSM. To ensure the correct resources are assigned to Tasks within CSM the Planview Task Integration mApp® Solution uses the Task Owner field in Planview to set the assigned resource in CSM.
Ensure the Task Owner field is enabled on your Task form in Planview (if the field is already visible on the Task form, the following steps are not required).
To assign Task owner in Planview:
Only Tasks that meet the following criteria will be imported into
CSM:
- Tasks that have an owner assigned.
- Task owner's with a User Info record in CSM.
- Tasks that have time scheduled to resources in Planview.