Reassign Dialog Box
If you assign work on a project to an employee or generic resource and later want to transfer all or part of the assignment hours to another resource (for example, from a generic resource to a new employee you have just hired for the project), use the Reassign dialog box to indicate if you want to reassign all or only part of the hours and to select the resource to which you want to reassign them.
Videos: See related videos below
Reassignment only moves the planned hours for an assignment from one resource to another. It does not change how those planned hours are scheduled. If you also need to change how the planned hours are distributed across calendar periods, you can do that in Resource View, in Project View, or on the Labor tab on the Plan form in the Projects hub after you reassign them.
Videos
Title | Description |
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Learn how to set up the resource planning module, including selecting options for entering and viewing project, opportunity, and resource plans. |
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Learn how to change the resource assignment dates or duration for an entire plan or for a specific labor assignment. |
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Learn how to change resource assignments for a project plan. |
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Learn how to use Project View to review and update resource assignment hours, including estimate-to-complete (ETC) hours, for one or more projects. |
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Learn how to use Resource View to review and update resource utilization percentages for employees and generic resources assigned to projects. |
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Learn how to generate reports in Resource Management. You specify which resources are included, the level of the WBS for which you want to see data, and the columns displayed on the report. |
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Learn how to use the Resource Utilization by Organization report to analyze employee utilization data. |
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Vantagepoint allows you to set tentatively scheduled labor resource assignments as soft booked and confirmed assignments as hard booked to help manage resource time and workloads. This video demonstrates how to use this feature. |
- Related Topics:
- Display the Reassign Dialog Box in Resource View
You display the dialog box from the Resource View grid row for the assignment that you want to reassign. - Display the Reassign Dialog Box in Project View
You display the dialog box from the Project View grid row for the assignment that you want to reassign. - Contents of the Reassign Dialog Box
Use the fields and options on the Reassign dialog box to transfer all or part of the assigned labor hours from one resource to another.