This functionality allows Bid Managers to allocate work to External Team Members and for the designated user to contribute without logging into the Breeze environment.
External Allocations can be created using the existing Add Allocation Panel functionality and selecting an External Team Member as the Contributor. External Team Members are indicated by (Ext)
All other aspects of the Allocation creation process can be completed as per the current Allocations process.
External Allocations will display the External Allocaiton icon in the Project Allocations and Task tab, as well as the Breeze Panel Allocation and Task views.
External Allocation icon
Once the Allocation has been allocated successfully the designated External Team Member will receive an email informing them of the Allocation assigned to them. This email will contain a hyperlink to the Web Contributions interface which will allow the user to provide their Contribution and when ready mark the Contribution as Complete.
The Web Contribution interface will display the Allocation content, the selected Supporting Documents and the associated Preview Image, the user will be able to perform the following actions:
Download Supporting Documents by selecting the required documents from the drop down list and clicking on the download button. This will provide a zip file containing the selected documents.
Capture a Contribution by either editing the contents in the rich text control or by pasting into the control.
Note: In order to create External Allocations at least 1 External Team Member must be added to the Project.
External Allocation Limitations:
- Only Rich text items are supported currently
- Images are not supported
- Tables are not supported currently
- Objects such as smart art are not supported
- Any non-supported item will result in a validation pop-up message