Self-Assignment

You can use self-assignment to assign yourself to a projectClosedA collection of activities and related items to be managed over a defined time range, such as timecards, expenses, milestones and budgets. if your administrator has given you the privileges to do so. Depending on the options that your administrator has set, this could be for time spent in activities not directly related to a project, such as jury duty or other personal time.

Note:

When Shield Platform Encryption is enabled in your org, you must be as specific as possible when searching for Shield Platform Encryption supported fields to ensure matching results are found.

To assign yourself to a project:

  1. Click the Self-Assignment link on one of the following:
    • PSA Links sidebar.
    • Schedules section of the Time Entry page.
  2. Complete the fields described in Self-Assignment Fields.
  3. Click Save.