Edit assignments

When you edit an assignment, the Projects page and pre-populated time entries on personal pages automatically update.

• To edit an assignment, select the assignment bar. 

Repeat assignments

You may need to assign the same task over and over. Repeat assignment makes this easy. Resource Management preserves the time frame and allocation in all instances of the series.

Repeat an assignment:

1. On the schedule, select the assignment that 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.). 
4. Enter the number of times that you want to repeat the assignment.

Remove repeating assignments:

1. On the schedule, select the assignment that you want to remove.
2. Select Remove from the pop-up menu
3. Select The Series to remove all past and future assignments in a repeating series. Select This + Future Assignments to remove the assignment that you have selected plus all future scheduled assignments. Select Only This to remove only the selected assignment (past and future assignments in the series remain).

Reassign work

When you need to allocate work differently, you can easily reassign work to another person. 

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 that 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. 

Removing overlapping assignments cannot be undone. Double-check your schedule before you make this change. 

1. Select the assignment that you want to keep.
2. Select the allocation (for example, 8 h/d).
3. Select Remove Overlapping Assignments.
4. You’ll see a prompt asking, “Remove overlapping assignments?” Select Yes to 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 are on vacation. Select the vacation in step 1. 

Split assignments

You might need to split an assignment into segments to accommodate availability or resolve schedule issues. For example, you’ve assigned Joe to 4 hours per day on a project for 3 weeks. As you refine the plan, you want to assign different hours for 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. Select Allocation from the menu.
3. Select Split Between Dates X and Y.
4. After you split the assignment, adjust the allocation of each section of the assignment as needed. You can also move the assignment bar to different dates.