Deltek Vantagepoint Help

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Reassign Work on a Project to Another Resource in Project Planning

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), you can reassign them from the Labor tab of the Plan form in the Projects hub.

Reassignment only moves the planned hours for an assignment from one resource to another. It does not involve changing 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 the Labor grid after you reassign them.

Alternatives: You can also use Resource View or Project View to reassign work.

To reassign all or part of a resource's work assignment in the Labor grid of the Plan form:

  1. In the Navigation pane, select Hubs > Projects > Plan.
  2. At the top of the Plan form, enter either a complete or partial name or number in the Find project lookup field to find and select the project for which you want to do the reassignment.
  3. On the Actions bar, click Check Out.
  4. Click the Labor tab.
  5. Expand the plan work breakdown structure (WBS) to display the resource assignment row that you want to assign to another resource.
  6. Hover over that row and click at the end of the row.
  7. Click Reassign.

    Result: The Reassign dialog box displays.

  8. Click Period to Reassign 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 reassign the planned hours for only a portion of the assignment date range.
  9. If you are reassigning planned hours for only part of the assignment date range, enter or select the start date and end date for the reassignment in the two Period fields.

    If you are reassigning planned hours for the entire assignment date range, these fields display the assignment date range, and you cannot change the start and end dates.

  10. To reassign less than 100 percent of the planned hours for the reassignment period, enter that percentage in % To Reassign.
    The number of hours displayed in Hours To Reassign is updated based on your entry.
  11. To reassign fewer than the total number of planned hours for the reassignment period, enter that number.
    The percentage displayed in % To Reassign is updated based on your entry.
  12. By default, the Reassign To grid displays all employees and generic resources. To restrict the resources displayed in the grid to make it easier to locate the resource to which you are reassigning the assignment, do either or both of the following:
    • In the first Search field, select a standard search or a saved custom search.
    • In the second Search field, enter one or more search characters to further restrict the list. Vantagepoint displays a list of resources for which at least one of the following starts with those search characters: employee preferred name, employee first name, employee last name, employee name suffix, employee ID, generic resource name, labor category.
  13. Click the grid row for the resource to which you want to reassign the assignment planned hours.
  14. If you consider the reassignment hard booked, select the Hard Book checkbox.

    This checkbox is only available if Vantagepoint is configured to use soft and hard booking and if you have the required security access to hard book assignments.

  15. To complete the reassignment, click Reassign. When the reassignment finishes, a completion message displays at the top of the page.
    Vantagepoint 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.