Reschedule Assignments or Plans with Planned Hours

To change plan dates or assignment dates for plan rows that have planned hours, use the Reschedule dialog box to enter the new dates and to indicate how you want the schedule change to affect the distribution of planned hours.

After you complete the rescheduling process, you can, if necessary, make changes to individual hours distributions in the Resource View grid or Project View grid to get them exactly the way you want them.

If a work breakdown structure (WBS) row or assignment row has no past or future planned hours that may need to be redistributed, you can change the plan or assignment dates in the Resource View grid or Project View grid without using the Reschedule dialog box. (Note, however, that you can only change plan dates in Project View. You cannot change them in Resource View.)

To reschedule assignments or plans with planned hours, complete the following steps:

1. To change assignment dates, click in the Resource Management workspace to go to the Resource View, or click to go to the Project View.

   To change plan dates, click to go to the Project View.

2. In the grid, display the plan row for which you want to change plan dates or assignment dates.
3. Do one of the following:
   • On the plan row, change one of the dates you want to change, and tab or click out of the field.
   • Hover over or click the plan row, click at the end of the row, and click Reschedule.
4. In the Reschedule dialog box, do one of the following:
   • To keep the same number of working days between the start and end date and keep the same distribution of planned hours, select Shift - Keep Existing Duration and Hours Distribution.
   • To lengthen or shorten the plan or assignment date range, select Change Duration.
5. If you selected Change Duration, do one of the following:
   • To redistribute the planned hours evenly over the new date range, select Redistribute Hours Evenly.
   • To keep the current distribution of planned hours, select Don't Distribute Hours.
6. If you clicked in Resource View or Project View to display this dialog box and you selected the Shift option, you can change one or both of the dates in the FROM THIS ASSIGNMENT/PLAN DATE RANGE fields if you only want to shift a part of the current date range. If you do not change these dates, the entire date range is shifted.
7. In the TO THIS ASSIGNMENT/PLAN DATE RANGE fields, enter the new assignment or plan date range for the plan row. Click in the fields to select dates from a calendar.

   If you selected the Shift option, select either a new start date or a new end date, and Deltek CRM determines the other date needed to keep the same number of working days in the range.

   If you selected the Change Duration option, select both the start date and end date for the range.

8. To complete the rescheduling process, click Reschedule. When the process finishes, a completion message displays at the top of the page.
   After verifying the validity of all changes, Deltek CRM does the following:

   • Changes the affected plan or assignment dates.
   • Redistributes planned hours. Note that if hours are moved to a date range in which the resource already has planned hours, the rescheduled hours are distributed proportionally across that date range based on the distribution of the preexisting planned hours.
   • Updates values displayed in the Resource View grid or Project View grid to reflect the new schedule.