Edit assignments

You can manage work assignments on the Schedule. When you edit an assignment, the Projects page and pre-populated time entries on personal pages automatically update.

Edit an assignment

1. Select the assignment bar. 
2. Change dates, update a description, or make other changes.

Repeat assignments

You may need to assign the same task many times. When you repeat an assignment, Resource Management preserves the time frame and allocation in all instances of the series.

Repeat an assignment

1. On the schedule, select the assignment you want to repeat.
2. Select Repeat from the pop-up menu. 
3. Enter how often you want to repeat the assignment (weekly, every two weeks, etc.) and the number of times.
4. Select Update and then select Confirm.

Remove repeating assignments

1. On the schedule, select the assignment you want to remove.
2. Select Unassign from the pop-up menu, and then select the appropriate option:
   1. This assignment only 
   2. This & future assignments 
   3. The entire series 

Reassign work

1. Click the assignment, and then click Reassign.
2. Review resources in your organization that match the attributes of the assigned person, and then select the person, placeholder, or location you want to reassign the work to.

Remove filters to see more resources in your organization.

Remove overlapping assignments

When you want to change a person’s assignment from multiple projects to a single project, you can remove overlapping assignments. 

You can't undo this change.

1. Select the assignment you want to keep.
2. Under Allocation, select the value (for example, 8 h/d).
3. Select Remove overlapping assignments.
4. Select Confirm.

If you remove overlapping project assignments, all allocated hours from removed assignments go back into the project budget.

You can also remove someone from project assignments while they're on vacation. Select the vacation in step 1. 

Split assignments

You can split an assignment into segments to accommodate availability or resolve schedule issues. 

For example, you’ve assigned Joe 4 hours daily on a project for 3 weeks. As you refine the plan, you want to assign different hours each week (6 hours for week one, 2 hours for week two, and 4 hours for week three). You need to split the project into segments, and then you can adjust the hours for each segment. 

1. Select the assignment in the approximate place you want to split.
2. Under Allocation, select the value (for example, 40%), then select Split between <date X and date Y>.
3. Select Confirm.
4. After you split the assignment, adjust the allocation of each section as needed. You can also move the assignment bar to different dates.