Reassign Dialog Box

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), use the Reassign dialog box to indicate if you want to reassign all or only part of the hours and to select the resource to which you want to reassign them.

Reassignment only moves the planned hours for an assignment from one resource to another. It does not involve changing 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.

Location: Resource View

To display the Reassign dialog box from Resource View, complete the following steps:

1. In the Resource Planning workspace, click to go to the Resource View.
2. Use a search to display, in the grid, the resource from whom you want to reassign plan hours 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.

Location: Project View

To display the Reassign dialog box from Project View, complete the following steps:

1. In the Resource Planning workspace, click to go to the Project View.
2. Use a search to display, in the grid, the project that contains the assignment that you want to reassign.
3. Expand the work breakdown structure (WBS) levels to display the assignment row at the resource level.
4. Hover over that row and click at the end of the row.
5. Click Reassign.

Contents-Reassign Dialog Box

Field	Description
Current resource and WBS path	The currently assigned resource and the path through the project work breakdown structure to the level of the reassignment displays in the upper-left corner of the dialog box. If the resource is an employee, click the employee name to display a tooltip containing employee information: job title, organization, labor category, utilization target, hours per day, status, and email address.
PERIOD TO REASSIGN	Click this field and select one of these options: Entire assignment period: Select this option to reassign all planned hours for the assignment or assignments you selected in the Resource View grid. Part of the assignment period: Select this option to reassign the planned hours for only a portion of the assignment period.
PERIOD	By default, these fields display the start and end dates of the assignment period. If you are reassigning multiple assignments, they display the earliest start date and the latest end date of those assignments. If you are reassigning planned hours for only part of the assignment period, enter the start date and end date for the reassignment in these fields, or click in the fields to select dates from a calendar. Both dates must be within the original assignment period. If you are reassigning planned hours for the entire assignment period, you cannot change the start and end date.
% TO REASSIGN	To reassign less than 100 percent of the planned hours for the reassignment period, enter that percentage in this field. The number of hours displayed in HOURS TO REASSIGN is updated based on your entry.
HOURS TO REASSIGN	To reassign fewer than the total planned hours for the reassignment period, enter the number of hours in this field. The percentage displayed in % TO REASSIGN is updated based on your entry.
Maximum Hours	This field displays the maximum number of hours you can reassign for the reassignment period. It is the total number of planned hours for the assignment or assignments that you are reassigning that fall within the reassignment period specified in the PERIOD fields.
Reassign To Grid	Use the Reassign To grid to locate and select the resource to which you want to reassign the assignment or assignments. To select the resource, click the grid row for that resource. Field Description SEARCH By default, the Reassign To grid displays all active employees and generic resources. Use one or both of these fields to restrict the resources displayed in the grid to make it easier to locate the resource to which you are reassigning the assignments. In the first SEARCH field, select a standard search or a saved custom search. The following are the standard searches: All Resources: Returns all active employees and generic resources. All Employees: Returns all active employees. Excludes generic resources. Employees I Supervise: Returns all active employees for whom you are the supervisor. Generic Resources: Returns all active generic resources. Excludes employees. Resources in My Organization: Returns all active employees and generic resources that are assigned to the same organization as you are. The search looks at the full organization name only, and works with either the Full or Variable organization option. If Deltek CRM is not configured to use organizations, this option is not available. The custom searches that are available for selecting resources in Resource View are available here also. No inactive resources are included in custom search results. In the second SEARCH field, enter one or more search characters to further restrict the selection 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. This search is applied only to the list of resources that was returned by the search that you selected in the first SEARCH field. RESOURCE This column displays employee names and generic resource names. By default, all resources are sorted alphabetically, with employees and generic resources intermingled. Click the resource name to display information about the resource. If the resource is an employee, that information includes job title, organization (if used), labor category, utilization target, hours per day, status, and email address. If it is a generic resource, it includes organization (if used), labor category, and status. SCHEDULED % For employees, this column displays the percent scheduled for the reassignment period displayed in PERIOD: Resource's total planned hours for the period / Resource's available hours for the period. (Available hours = Hours/day x Number of working days.) This column is blank for generic resources. ORGANIZATION If Deltek CRM is configured to use organizations, this column displays the name of the organization to which the resource is assigned. If Deltek CRM is not configured to use organizations, this column does not display.
Hard Book	If you consider the reassignments hard booked, select this 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.
Reassign	To complete the reassignments and close the dialog box, 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 or Project View grid to reflect the reassignment.
Cancel	To close the dialog box without completing the reassignments, click Cancel.