Reschedule Plan Dates Dialog Box

To change plan dates or assignment dates for plan rows, use the Reschedule Plan Dates dialog box to enter the new dates and to indicate how you want the schedule change to affect the distribution of planned labor hours.

Videos: See related videos below

To reschedule plan dates, you can display this dialog box from the Labor, Expenses, or Consultants tab of the Plan form in the Projects hub or from Project View in Resource Management. This dialog box also displays if you drag a task that has planned hours on the Schedule tab of the Plan form in the Projects hub.

To reschedule labor assignment dates, you can display this dialog box from the Labor tab of the Plan form in the Projects hub or from either Project View or Resource View in Resource Management.

After you complete the rescheduling process, you can, if necessary, make changes to individual hours distributions on the Labor tab on the Plan form in the Projects hub or in either Project View or Resource View.

If a work breakdown structure (WBS) row or assignment row has no past or future planned hours that may need to be redistributed, you can change the plan or assignment dates directly in the planning grids without using the Reschedule dialog box.

Videos

Title Description

Set Up Resource Planning

Learn how to set up the resource planning module, including selecting options for entering and viewing project, opportunity, and resource plans.

Resource Planning: Reschedule Plan and Assignment Dates

Learn how to change the resource assignment dates or duration for an entire plan or for a specific labor assignment.

Resource Planning: Reassign Resources

Learn how to change resource assignments for a project plan.

Resource Management: Project View

Learn how to use Project View to review and update resource assignment hours, including estimate-to-complete (ETC) hours, for one or more projects.

Resource Management: Resource View

Learn how to use Resource View to review and update resource utilization percentages for employees and generic resources assigned to projects.

Resource Management: Reporting (On-Screen List Report)

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.

Resource Utilization by Organization Report

Learn how to use the Resource Utilization by Organization report to analyze employee utilization data.

Labor Planning: Soft and Hard Book Labor Assignments

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.