Field | Description |
Current resource and WBS path
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The currently assigned resource and the path through the
project work breakdown (WBS) structure to the level of the reassignment displays in the upper-left corner of the dialog box.
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Period to Reassign
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Click this field and select one of these options:
- Entire assignment period: Select this option to reassign planned hours for the entire assignment date range.
- Part of the assignment period: Select this option to reassign the planned hours for only a portion of the assignment date range.
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Period
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By default, these fields display the start and end dates of the current assignment date range. If you are reassigning multiple assignments, they display the earliest start date and the latest end date of those assignments.
If you are reassigning planned hours for only part of the current assignment date range, enter or select the start date and end date for the reassignment period in these fields. Both dates must be within the original assignment date range.
If you are reassigning planned hours for the entire assignment date range, you cannot change the start and end date.
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% to Reassign
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To reassign less than 100 percent of the planned hours for the reassignment period, enter that percentage in this field.
The number of hours displayed in
Hours to Reassign is updated based on your entry.
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Hours to Reassign
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To reassign fewer than the total number of planned hours for the reassignment period, enter the number of hours in this field.
The percentage displayed in
% to Reassign is updated based on your entry.
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Maximum Hours
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This field displays the maximum number of hours you can reassign for the reassignment period. It is the total number of planned hours for the assignment or assignments that you are reassigning that fall within the reassignment period specified in the
Period fields.
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Reassign To Grid
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Use the Reassign To grid to locate and select the resource to which you want to reassign the assignment or assignments. To select the resource, click the grid row for that resource.
Field | Description |
Search
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By default, the Reassign To grid displays all active
employees and generic resources. Use one or both of these fields to restrict the resources displayed in the grid to make it easier to locate the resource to which you want to reassign the assignments.
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Resource
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This column displays
employee names and generic resource names. By default, all resources are sorted alphabetically, with
employees and generic resources intermingled.
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Scheduled %
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For
employees, this column displays the percent scheduled for the reassignment period displayed in
Period: Resource's total planned hours for the period / Resource's available hours for the period. (Available hours = Hours/day x Number of working days.) This column is blank for generic resources.
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Organization
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If
DPS is configured to use
organizations, this column displays the name of the
organization to which the resource is assigned. If
DPS is not configured to use
organizations, this column does not display.
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Hard Book
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If you consider the reassignments hard booked, select this check box.
This check box is only available if
DPS is configured to use soft and hard booking and if you have the required security access to hard book assignments.
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Reassign
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To complete the reassignments and close the dialog box, click
Reassign. When the reassignment finishes, a completion message displays at the top of the page.
DPS does the following:
- Reassigns the planned hours to the resource you selected, either by adding a new assignment or by merging the new assignment with an existing one for that resource.
- Deletes the original assignment if all hours were reassigned, or adjusts the planned hours for the original assignment if you only reassigned a portion of the original hours. (The original assignment is not deleted if actual
job-to-date (JTD) hours exist for that assignment, or if that assignment was saved as part of the plan baseline.)
- Updates values displayed in all planning grids to reflect the reassignment.
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