Associating Mobile users with their tasks within projects

To associate Mobile users with their tasks using permanent resources, you must carry out the following steps for each Mobile user:

1. Click the Site Progress tab of the Backstage view.
2. Click Log in and sign into Asta Site Progress configuration using the window that appears.
3. Click Users. Use the Site Progress Users dialog to create the Mobile user.
4. Within each Asta Powerproject project on which the user is to work, create one or more permanent resources to represent the user. Each Mobile user can be associated with one or more permanent resources.
5. Edit the properties of the permanent resource record and select the Mobile user to which the permanent resource relates in the Site Progress user field, on the Details tab of the Permanent Resource Properties dialog. If you want to associate a Mobile user with more than one permanent resource, select the same Mobile user in this field for each of the permanent resources.
6. Assign the permanent resource(s) to the appropriate tasks in the project(s).

When you export information to Asta Site Progress, the Mobile user will receive information on all tasks to which their permanent resource records are assigned.

To associate Mobile users with their tasks using a code library of your choice, you must open each project on which your users are to work, click File, then click Properties to view the Properties tab of the Backstage view, then select the code library you want to use to associate Mobile users with their tasks in the Site Progress library field. You must then carry out the following steps for each Mobile user:

1. Click the Site Progress tab of the Backstage view.
2. Click Log in and sign into Asta Site Progress configuration using the window that appears.
3. Click Users. Use the Site Progress Users dialog to create the Mobile user.
4. Within each Asta Powerproject project on which the user is to work, create a code library entry in the specified library to represent the user - unless a suitable code library entry exists already.
5. Edit the properties of the code library entry and select the Mobile user to which the code relates in the Site Progress user field, on the Code Library Entry Properties dialog.
6. Assign the user's code library entry to the appropriate tasks in the project(s).

To associate Mobile users with their tasks using the 'ASP_Users' code library, you must open each project on which your users are to work, click File, then click Properties to view the Properties tab of the Backstage view, then select Default Synchronised Site Progress Library in the Site Progress library field. You must then carry out the following steps for each Mobile user:

1. Click the Site Progress tab of the Backstage view.
2. Click Log in and sign into Asta Site Progress configuration using the window that appears.
3. Click Users. Use the Site Progress Users dialog to create the Mobile user.
4. Within each Asta Powerproject project on which the user is to work, on the Project tab of the Ribbon, in the Site Progress group, click Enable/Update Site Progress. This creates an 'ASP_Users' code library in the project (if it does not already exist) and synchronises the project with any changes that you have made to your Mobile user records. One code is created in this code library for each Mobile user. Each code has the same name as the corresponding Mobile user.
   
   You do not need to click Enable/Update Site Progress each time you create a user in Asta Site Progress; you can create or edit a number of users, then click Enable/Update Site Progress to synchronise the active project with all of the changes that you have made.
5. Assign the user's code library entry to the appropriate tasks in the project(s).

When you export information to Asta Site Progress, the Mobile user will receive information on all tasks to which their 'ASP_Users' code library entry is assigned.

If you choose to associate users with their tasks using the 'ASP_Users' code library, there is an alternative way of associating users with their tasks: by associating users with the charts or summary groups within your Asta Powerproject projects for which they are responsible. If you do this, users receive information about the tasks within the charts or summary groups for which they are responsible each time you export project information to Asta Site Progress.

To do this:

1. Click the Site Progress tab of the Backstage view.
2. Click Log in and sign into Asta Site Progress configuration using the window that appears.
3. Click Users. Use the Site Progress Users dialog to create the Mobile user.
4. Within each Asta Powerproject project on which the user is to work, on the Project tab of the Ribbon, in the Site Progress group, click Chart Assignments. The Site Progress Chart Assignments dialog appears.
   
   You can also access this dialog by clicking the Site Progress tab of the Backstage view, selecting Ready to export in the Displaying jobs field, selecting a job in the list, then clicking Chart Assignments. Accessing the dialog in this way enables you to associate users with charts and summary groups in projects without having to open the projects in Asta Powerproject in turn.
5. In the Chart assignments field, navigate to and click a chart or summary group that contains the tasks for which a user is responsible.
6. Click and drag a user from the Users field onto the selected chart or summary group to associate them with that branch of the project. The chart or summary group changes colour to indicate that a user has been associated with it. When you apply your changes, a code library entry that relates to the user is created within the 'ASP_Users' code library (if it does not exist already), and is assigned to the chart or summary group.
   
   If you want to assign a different user to a chart or summary group, click and drag the other user onto the chart or summary group to override any existing user association. If you want to unassign all users from a chart or summary group, click and drag the 'None' user onto the chart or summary group.
7. Continue assigning users to charts and summary groups, then click OK.

When you export information to Asta Site Progress, the Mobile user will receive information on all tasks within the charts and summary groups with which they have been associated.

You can combine both methods of associating Mobile users with tasks using the 'ASP_Users' code library. For example, you could use the Site Progress Chart Assignments dialog to associate user A with all of the tasks in a particular chart, then manually assign user B's code to one or more of the tasks within the chart. This would leave user A associated with all of the tasks in the chart except those specific tasks with which user B is associated.

If you associate users with their tasks using the 'ASP_Users' code library, you must ensure that the code library is kept up to date with any changes that you make to your user records when configuring Asta Site Progress. Asta Site Progress updates the code library automatically whenever you access the Site Progress Chart Assignments dialog or open a project by clicking Open Project on the Site Progress tab of the Backstage view. You can also update the code library by opening the project and clicking Enable/Update Site Progress, in the Site Progress group, on the Project tab of the Ribbon.