Managing Assignments
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      3. Managing Assignments

      Setting the Assignment Status

      Change the status of assignments to Confirmed or Tentative.

      You can set and / or update assignment statuses from the Schedule page.

      Set a Status

      1. From the Projects view of the Schedule page, hover your cursor over a project, or tap the row if using a mobile device. The row color changes to indicate the project that is being updated.
      2. When the floating action icons display, select the add button-1 Add icon and then select Assignment from the drop-down list to open the New Assignment dialog.
        New Assignment
      3. Expand the Additional Information section.
      4. Select Confirmed or Tentative from the Status drop-down list.
        New Assignment 1
      5. Select Create to save the status change or Cancel to exit the dialog without saving.

      Update a Status

      1. From the Projects view of the Schedule page, hover your cursor over a person's hours bar, or tap the row if using a mobile device. The background of the row color changes to purple to indicate the set of hours that are being updated.

      2. Select on the Assignment Hours row to open the Edit Assignment dialog shown above.

        Assignment Hours Box

      3. Select Confirmed or Tentative from the Status drop-down list. See below for more information on confirmed and tentative statuses.
      4. Select Create to save the status change or Cancel to exit the dialog without saving.

      Available Schedule Statuses

      Once assignments are marked as Confirmed or Tentative, they display in the following ways on the Schedule. 

      • Chargeable (Confirmed) - Use this status to signify that a person or role's capacity is confirmed and assigned to a project with chargeable hours. This status displays as a solid gray background.
      • Chargeable (Tentative) - Use this status to signify that a person or role's capacity is scheduled but not yet confirmed and assigned to a project with chargeable hours. This status displays as a gray and white striped background.
        • Non-Chargeable (Confirmed) - Use this status to signify that a person or role's capacity is confirmed, and they're assigned to a project with non-chargeable hours. This status displays as a solid dark gray-blue background.
          • Non-Chargeable (Tentative) - Use this status to signify that a person or role's capacity is scheduled but not yet confirmed, and they're assigned to a project with non-chargeable hours. This status displays as a dark gray-blue and white striped background.

          Assignment statuses display on the People views and Project views.

          See Also:

          Deleting Assignments

          Viewing your Assignments

          Reallocating an Assignment