---
title: Activity Assignment
keywords: activity assignment, assign activities, team members, project assignment, resource allocation, activity qualifications, assignee, project team, project management
summary: Explains how to assign project activities to team members, view qualifications and estimated hours, and use mass assignment tools in Manor Project Management.
url: /matter
---

# Activity Assignment

The Activity Assignment feature within Manor's **Project management** area allows you to assign project activities to team members, review required qualifications, and balance workloads against estimated hours.

## Why Activity Assignment Matters

Activity Assignment helps you:

- **Allocate resources effectively** – Assign activities to qualified team members based on required roles or certifications.
- **Track responsibility** – Identify the primary assignee responsible for each activity.
- **Manage workload and capacity** – View estimated hours alongside current and existing team workloads before committing assignments.
- **Assign in batches** – Select multiple activities and allocate them to a user in one step with a workload overview.

## Accessing Activity Assignment

To access the activity assignment view:

1. Navigate to **Projects** from the main navigation and open the project you want to manage.
2. In the project submenu, click **Project management**.
3. In the toolbar controls above the Gantt schedule, click the **Assign** button (located next to the **Edit** and **Sort** buttons).

![Activity assignment view](../screenshots/activity-assignment-view.png)

The assignment table displays:

- **Selection checkboxes** – Checkboxes on each row used for selecting one or more activities to assign.
- **Activity** – The activity name.
- **Estimate** – The budgeted or estimated hours planned for each activity.
- **Qualification** – The required qualification defined for the activity (for example, Senior Architect).
- **Assignee** – The currently assigned user name, or "Unassigned" if no user has been allocated.

## How to Assign Activities

### Assign Activities via the Edit Modal

You can set or change assignees directly on individual activities:

1. In the Project management view, click the activity name (or click the activity's **Edit** link on the project overview).
2. The **Edit activity** modal opens.
3. In the **Project management** section of the form:
   - Choose a **Required qualification** if applicable.
   - Select a team member from the **Assignee** dropdown.
   - Adjust the **Begins at**, **Ends at**, and **Hours budget** fields as needed.
4. Click **Save activity**.

### Assign Activities Using Mass Assign

When in the **Assign** view, you can assign one or more activities to a user:

1. Ensure the **Assign** button in the toolbar is active.
2. Select the checkbox next to each activity you wish to assign.
3. An **Assign to user...** link appears in the toolbar above the table.
4. Click **Assign to user...** to open the assignment modal.
5. In the modal:
   - Review the candidate's workload timeline. The view highlights **New workload** alongside **Existing workload** across the schedule.
   - Click the **Assign** button next to the desired team member.
6. The modal closes and updates the assignee for all selected activities.

### Track Qualifications and Workload Estimates

- **Required Qualifications**: Activities with specific skill requirements show the qualification name in the **Qualification** column, ensuring work is distributed to qualified personnel.
- **Estimate Hours**: The **Estimate** column shows the planned budget in hours. Combining this with the visual workload breakdown in the assignment dialog helps avoid overloading team members across overlapping project schedules.

### Switching Back to Gantt / Timeline View

The **Edit**, **Sort**, and **Assign** buttons are view modes for the same activity list. Only one is active at a time:

- **Assign** shows the assignment table described above.
- **Edit** shows the visual timeline where you can drag activities to change their dates.
- **Sort** shows the timeline with draggable handles for reordering activities.

To leave the assignment table and return to the visual timeline, click **Edit**.

> **Note**: The numbered buttons (**1**, **2**, and **3**) are not view switches. They control how many levels of the activity hierarchy are shown at once — for example, **1** shows only top-level activities, while **3** expands the list three levels deep.

## Best Practices

- **Set activity dates and estimates first** – Defining start dates, end dates, and hour budgets allows the assignment tool to accurately project workload.
- **Check existing workloads** – Use the assignment modal's workload chart to avoid scheduling conflicts across active projects.
- **Review qualifications** – Verify that tasks requiring special qualifications are routed to eligible team members.
- **Keep assignments updated** – Revisit Project management regularly to reassign tasks as timelines shift.

## Related Documentation

- [Activities](activities.md) – Creating, editing, and budgeting the activities you assign
- [Project Management](project-management.md) – The timeline, milestones, and view controls on the project
- [Resource Planning](resource-planning.md) – Viewing team capacity across projects and time periods