Shifting Planned Assignments

As plans evolve, you can change and shift assignment dates on the Planning grids. When you shift these dates, your plans remain accurate and up-to-date over the course of the project life cycle.

The following occurs when you shift planned dates:

• The Start and Finish dates adjust.
• While on the Labor tab, if you select the Shift data on all tabs option on the Shift Planned Assignments dialog box, all user accessible tabs with data in the selected rows are updated; otherwise, only the current tab's data is affected.
• When you shift an assignment on a plan level row, all related row values are shifted with the exception of Baseline, Earned Value Percent, and Actuals.
• If data exists in rows with shift amounts being applied, the shifted amount is added to the amount already assigned in the period.
• If you perform a shift on a plan level row on the Expenses, Consultants, or Units tabs, only the resource rows are affected. Use this feature to shift all resource rows within a plan.
• If your current scale is set to Daily and the Maintain Existing Assignment Pattern is selected, there may be more columns in use after the shift because of non-working days built into the calendar. Regardless of the current days being used the spread will never spread to non-working days.
• If you are using task dependencies and you perform a shift on a task that has successor tasks, the successor and all associated child dependencies shift.

Shifting Dates and the Accordion Calendar

Shifting on the Planning grids directly impacts the calendar intervals established on the Accordion Calendar Grid. For example, if you move an assignment where the established time scale is Week, to a period where the time scale is Month, the distribution may cross months because the week dates may not coincide with the start and end date of the month.