Shift Planned Assignments

As plans evolve, you can change and shift assignment dates on the Planning grids. You can only use the Shift feature if the current plan is checked out to you.

To shift data on a Planning grid, complete the following steps:

1. From the Vision Navigation menu, click Planning > Project Planning.
2. Open a plan record.
3. Select a planning grid: Labor, Expenses, Consultants, or Units.
4. Select one or more rows of data you wish to shift. To select a range of rows, press the SHIFT key while you click the grid rows. To select multiple non-contiguous rows, press the CTRL key while you click the grid rows.
5. Click the Shift grid option.
6. Complete the fields on the Shift Planned Assignments dialog box. If you are on the Labor tab and select a plan level row, you can select the Shift data on all tabs option to shift data on the Expenses, Consultants, and Units tabs.
7. Click Save. The data shifts accordingly, and if the row is the parent of other rows or contains dependent successor tasks (from the Schedule tab of Project Planning), all child data also shifts.