CRM Appointment for Employee Assignment in ProjectAn employee can be assigned to different activities; hence, it is necessary to have a calendar overview, so that the employee can track the assignments for a certain day, week, or month. The Project assignment and CRM appointment are integrated so that project assignments are displayed as appointments in CRM. By integrating resource assignments and CRM appointments, assignments are displayed as appointments. Create Employee Assignment To process employee assignment in CRM:
Note The planned start time and planned finish time is synchronized with CRM as the start date and end date.
Note The employee linked to the assignment and the co-workers are added as meeting attendees, only if the Create CRM Appointments for Assignments check box is selected in the Employees - People (bpmdm0101m000) session.
Update Project Assignment You can change the assignment data and the order activity line data. Therefore, these changes must be synchronized to the related CRM appointment. The appointments generated from a project assignment can only be updated from Project. A change in the planned dates in Project always overwrites the CRM appointment dates. When another employee is assigned to an existing assignment, the modifications are updated in the Attendee (tccom6105m000) session. The previous employee (meeting attendee) is removed and the new employee is added as the attendee. The updates are applicable only if the Create CRM Appointments for Assignments check box is selected in the Employees - People (bpmdm0101m000) session. Delete Project Assignment When a project assignment is deleted, the related CRM appointment is also deleted.
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