Reschedule Assignments or Plans in the Projects Hub

To change plan dates or assignment dates for plan rows that have planned hours, use the Reschedule dialog box to enter the new dates and to indicate how you want the schedule change to affect the distribution of planned labor hours and amounts. To change plan dates for plan rows with no planned hours, you can also simply change the dates in one of the three planning grids.

You can also change assignment dates in Project View or Resource View in Resource Management and change plan dates in Project View.

After you complete the rescheduling process, you can, if necessary, make changes to individual hours distributions in the grid on the Labor tab of the Projects form or in the Resource View grid or Project View grid to get them exactly the way you want them.

To reschedule assignments or plans in the Projects hub:

1. In the Navigation pane, go to the Hubs section and click Projects.
2. Select the project for which you want to change assignment dates or plan dates.
3. Switch the Project/Plan toggle to Plan.
4. On the Actions menu, click Check Out.
5. To change assignment dates, click the Labor tab. To change plan dates, click the Labor tab, Expenses tab, or Consultants tab.
6. Expand the work breakdown structure (WBS) to display the plan row for which you want to change plan dates or assignment dates.
7. Do one of the following to display the Reschedule dialog box:
   • On the plan row, change one of the dates you want to change, and tab or click out of the field.
   • Hover over or click the plan row, click at the end of the row, and click Reschedule.
8. In the Reschedule dialog box, do one of the following:
   • To change the dates but keep the same number of working days between the start and end date and keep the same distribution of planned hours, select Shift.
   • To lengthen or shorten the plan date range or assignment date range, select Change Duration.
9. If you selected Change Duration, do one of the following:
   • If you are rescheduling assignment dates and want to redistribute the planned hours and amounts evenly over the new date range, select Distribute Labor Hours and Amounts Evenly.

     To keep the current distribution of planned hours and amounts, select Don't Redistribute Labor Hours and Amounts.

   • If you are rescheduling plan dates and want to redistribute the planned labor hours evenly for any assignments for the WBS element for which the assignment dates must change to fall within the new plan date range, select Distribute Evenly. If an assignment for the WBS element has an assignment start date earlier than the new plan start date or an assignment end date later than the new plan end date, that assignment date is adjusted to match the plan start date or the plan end date, whichever applies. Only assignment rows for which the assignment dates are changed have their hours redistributed.

     To keep the current distribution of planned hours and amounts, select Don't Redistribute.

10. If you clicked in the planning grid to display this dialog box and you selected the Shift option, you can change one or both of the dates in the From This Assignment/Plan Date Range fields if you only want to shift a part of the current date range. If you do not change these dates, the entire date range is shifted.
11. In the To This Assignment/Plan Date Range fields, enter or select the new assignment or plan date range for the plan row.

    If you selected the Shift option, select either a new start date or a new end date, and Deltek determines the other date needed to keep the same number of working days in the range.

    If you selected the Change Duration option, select both the start date and end date for the range.

12. To complete the rescheduling process, click Reschedule. When the process finishes, a completion message displays at the top of the page.
    After verifying the validity of all changes, Deltek does the following:

    • Changes the affected plan dates or assignment dates.
    • Redistributes planned hours and amounts. Note that if hours are moved to a date range in which the resource already has planned hours, the rescheduled hours are distributed proportionally across that date range based on the distribution of the preexisting planned hours.
    • Updates values displayed in all planning grids to reflect the new schedule.