Efficiently add Fin Project Plan task mgrs to the fin project plan using VBAFE and other solutions
Summary:
Looking for our options to add task managers to financial project plans efficiently (VBAFE, FBDI, other options), hopefully avoiding having to update manually for each task on the Manage Financial Project Plan screen.
Content (please ensure you mask any confidential information):
We are moving to change our requisition/PO/payables workflows to take into account whether a task has a task manager assigned. If there is a task manager assigned, the workflow will route to them for approval, otherwise it will route to the project manager. That part is working well in testing.
I am trying to understand the most efficient way to add task managers to project tasks. Within a newly-created project we could go to Manage Financial Project Plan, for each task the task manager needs to be assigned to we have to scroll to the Details column and click on that icon, then enter the Task Manager name in the drop down menu however the additional clicks gets annoying over multiple tasks and even worse when setting up multiple projects and it leaves room for error.