CRM Appointment for Employee Assignment in Project

An 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:

  • Appointment

    When the Create CRM Appointments for Project Assignments check box is selected in the Resource Management Parameters (tcrac0100m000) session, an activity of the Type Appointment is created in the Activities (tccom6100m000) session, for each employee assignment specified in the Assignments (tpptc2170m000) session. The appointment related data is populated in the activities session, with the information such as Subject, Location, Status, Start Date, End Date, Show Time As, and Information.

Note: The planned start time and planned finish time is synchronized with CRM as the start date and end date.

  • Resource Assignments

    The Appointment field in the Resource Assignments (tcrac1100m000) session can be used to view the assignment origin of the appointment.

  • Attendees

    The value in the meeting Organizer field in the Activities (tccom6100m000) session is defaulted from the Organizer of CRM Appointments field in the Resource Management Parameters (tcrac0100m000) session. The employee linked to the assignment acts as the meeting attendee. If the assigned employee is the meeting Organizer, only one attendee record is created in the Attendee (tccom6105m000) session.

    Each employee assigned to the same project, plan, activity, and task, is also added as an appointment attendee. The email address of these employees (co-workers) is not specified in the Attendee (tccom6105m000) session, so that appointments are not displayed in the Outlook, twice.

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.

  • References

    As an appointment reference, the attributes identifying the project assignment, plan, activity, line, and sequence, are specified according to the following mapping in the References by Activity (tccom6115m000) session.

    • Type
    • Sequence
    • Remark

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.