Use the Resource tab of the Change Details form to edit the resource assignments of an activity.
This topic covers two different procedures. Select the steps you need based on the Workflow Type Configuration setting:
Model Change as = A New or Change Amount
Model Change as = A Replacement of Existing Time Phased Data
If the Workflow Type Configuration Model Change as option is set to A New or Change Amount, you will be unable to edit existing resource assignments. To delete a resource assignment or to reduce hours, you must insert a new line and enter a negative value to indicate a change. To increase hours, you must insert a new line and enter a positive value to indicate a change. Upon final approval of the change request, the difference between the two values is rolled into the final budget.
For example, if a painter has 800 hours assigned and you want to reduce the hours to 600, you must insert a new line and add a painter resource assignment with an amount of -200 hours. Upon final approval, the painter resource assignment will have 600 hours rolled into the budget.
To edit an existing resource assignment when the A New or Change Amount option is selected:
On the Navigation menu, click Workflows » Change Management.
In the List View, select the Change Request.
On the General tab of the Change Request Form, click the Change Details button.
The Change Details view and barchart displays.
Select the activity that is associated with the resource assignment you want to edit.
Click the Resources tab, and take one of the following actions:
To increase a resource assignment, add a new row to the resource assignment grid and enter the new or changed amount.
To decrease a resource assignment, add a new row to the resource assignment grid and enter a negative value so that the sum of the existing assignments plus the newly added record equal the new total amount.
If the Workflow Type Configuration Model Change as option is set to A Replacement of Existing Time Phased Data, you will be able to edit existing resource assignments.
To edit an existing resource assignment when the A Replacement of Existing Time Phased Data option is selected:
On the Navigation menu, click Workflows » Change Manage.
In the List View, select the Change Request.
On the General tab of the Change Request Form, click the Change Details button.
The Change Details view and barchart displays.
Select the activity that is associated with the resource assignment you want to edit.
Click the Resources tab.
In the Resources grid, select the resource assignment you want to edit, and edit the information as needed.
Click Save.
Insert an activity to a work package
Delay the start of an activity
Select the Create, Edit, or Delete Activities option
Change the EVT for an activity
Add a predecessor or successor relationship to define when an activity occurs
Add a relationship to an activity