Reassign Work on a Project to Another Resource in Resource View

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 Resource View.

Reassignment only moves the planned hours for an assignment from one resource to another. It does not change 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 Resource View or Project View after you reassign them.

Alternative: You can also reassign work from Project View.

To reassign all or part of a resource's work assignment in Resource View, complete the following steps:

  1. In the Resource Management workspace, click to go to the Resource View.
  2. If necessary, use a search to display, in the grid, the resource from whom you want to reassign an assignment to another resource.
  3. Do one of the following:
    • If you are reassigning a single assignment, expand the WBS until the assignment is visible.
    • If you are reassigning all assignments under a parent WBS element, expand the WBS until the parent element is visible.
  4. Do one of the following:
    • If you are reassigning a single assignment, hover over that WBS row and click at the end of the row.
    • If you are reassigning all assignments under a parent WBS element, hover over the parent WBS row and click at the end of the row.
  5. Click Reassign.

    Result: The Reassign dialog box displays.

  6. Click PERIOD TO REASSIGN and select one of these options:
    • Entire assignment period: Select this option to reassign planned hours for the entire assignment period.
    • Part of the assignment period: Select this option reassign the planned hours for only a portion of the assignment period.
  7. If you are reassigning planned hours for only part of the assignment period, enter the start date and end date for the reassignment in the two PERIOD fields, or click in the fields to select dates from a calendar.

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

  8. 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.
  9. To reassign fewer than the total planned hours for the reassignment period, enter that number. The percentage displayed in % TO REASSIGN is updated based on your entry.
  10. By default, the Reassign To grid displays all active 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 assignments, 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. Deltek CRM 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.
  11. Click the grid row for the resource to which you want to reassign the assignment hours.
  12. If you consider the reassignments hard booked, select the Hard Book check box.

    This check box is only available if Deltek CRM is configured to use soft and hard booking and if you have the required security access to hard book assignments.

  13. To complete the reassignments, click Reassign. When the reassignment finishes, a completion message displays at the top of the page.
    Deltek CRM 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 and no actual job-to-date (JTD) hours exist for that assignment, or adjusts the planned hours for the original assignment if you only reassigned a portion of the original hours.
    • Updates values displayed in the Resource View grid to reflect the reassignment.
Parent Topic: How to...