Reschedule or Reassign Budgeted Hours

Hours already budgeted for a resource can be rescheduled or reassigned to another resource.

Pre-requisite:

Reschedule Hours for the same resource.

Reassign the hours to a different resource.

In the Assignment Actions dialog box, you can reassign hours from one resource to another resource.

To reassign budgeted hours:

1. From the Add/Edit/Delete Assignments table, select the assignment you want to reschedule and click the Action hyperlink from the Reschedule/Reassign column to display the Assignment Actions group box.

2. Click the Reassign tab.

3. 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.

4. Choose to reassign by % or hours, in either case the % or hours are Per Period spread over Assignment Period.

5. 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.

Multiple resource selections from the Advanced Search cannot be used when reassigning.

6. Click Current Assignments to view the new resource’s existing assignments.

7. Click Reassign to take the hours from the original resource and add to the new resource.

If the Commit check box is selected then the budgets will also be committed, otherwise a Working version is created.