Shift Planned Assignments Dialog Box

Use this dialog box to enter the criteria for shifting assignments across Planning grids. You can shift data only on the current grid or, if you are on the Labor tab, you can select the Shift Data on all Tabs option to shift data on the Expenses, Consultants, and Units tabs as well.

Location

To display the dialog box, complete the following steps:

1. From the Vision Navigation menu, select Planning > Project Planning.
2. Click the Labor, Expenses, Consultants, or Units tab.
3. Select a grid row.
4. Click the Shift button.

Contents

Field	Description
Shift data on all tabs	Select this option to shift the data on the Labor, Expenses, Consultants, and Units tabs. This option is enabled when the Enable Expense Planning, Enable Consultant Planning, or Enable Unit Planning options are selected on the General tab of Configuration > Planning > Plan Settings, and the Labor tab is selected.
Select distribution method for shifted assignments	Use these options to determine how to distribute shifted plan values.
Maintain Existing Assignment Pattern	Select this option to keep assignments on working days and to replicate how planned values were assigned in their current period. When you select this option, you must select the new beginning date in the Shift To start date field. Because the length of the assignment does not change, the Shift To end date is not available for editing. Vision selects this option by default.
Spread Evenly	Select this option for Vision to use values in the period designated in the Shift From date group and spread them evenly, over working days only, into the new period designated in the Shift To date group. If you need to also change the assignment period, this option gives you the flexibility to spread the assignment into a new period.
Shift From	The Shift From dates display the earliest and latest dates for the planned assignments within the selected row or rows. If you also select the Shift data on all tabs option, the earliest and latest dates display from across the Labor, Expenses, Consultants, and Units tabs. Do you want to shift all assignments, or a portion of the assignments, from the selected rows? To shift all assignments, leave the dates as they defaulted in these fields. To shift a portion of the assignments, change to Shift From and To dates to capture the appropriate portion of dates. When you select the dates, the beginning date must occur before the end date, but not before the earliest date established in the Accordion Calendar. Also, for a default date to apply to all tabs, you must select the Shift data on all tabs option.
Shift To	The Shift To dates display the new beginning and end dates for the planned assignments within the selected row or rows. If you also select the Maintain Existing Assignment Pattern as the distribution method, the ending date Shift To field is disabled. When you select the dates, the beginning date must occur before the end date, but not before the earliest date established in the Accordion Calendar.