Within the Budget by Resource, use this tab to reassign budgeted hours from one resource to another resource for an entire period or select a specific date range.
To reassign budgeted hours:
Go to Planning » Resource Planning » Budget by Resource and enter the assignment dates.
Search for a resource who currently has hours budgeted that will now be reassigned to another resource.
Highlight the resource in the result set and click the Add/Edit/Delete Assignments subtask.
From the Add/Edit/Delete Assignments grid, select the assignment and click the Action hyperlink rom the Reschedule/Reassign column to display the Assignment Actions group box.
Click the Reassign tab.
Select the Reassignment Period. You can select an Entire Assignment Period or set the Date Range. The assignment period start and end dates are not editable. If you choose Date Range, the date fields are now available to enter the dates of the reassignment within the assignment dates.
Choose to reassign by % or hours, in either case the % or hours are Per Period spread over Assignment Period.
Enter a Resource Type and Resource ID or use Advanced Search.
From Advanced Search, when a resource is found, the Add Resource button in Advanced Search updates the Assignment Actions group box with the Resource Type, Resource ID and Name. Currently the Resource Type must be the same as the original Resource Type. E.g. Employee to Employee, Vendor Employee to Vendor Employee.
Click Current Assignments to view the new resource’s existing assignments.
Click Reassign to take the hours from the original resource and add to the new resource.