Move a single assignment quickly and easily using Smart Suggestions.
When you're in People: Phases or People: Projects views, you can vertically drag and drop an assignment from one person to another person.
Note: This functionality is only available for Resource Managers, Administrators and Owners.
Step 1: Open the Smart Suggestions Page
To open the Smart Suggestions page:
- In the People: Projects or People: Phases view of the Schedule page, hover your cursor over the assignment bar of a person or role to display the floating action icons.
- Assignment hours prior to today's date can't be reassigned.
- Select the
Smart Suggestions icon to open the Smart Suggestions page.
Step 2: Reassign a Single Assignment with Smart Suggestions
To move a single assignment:
- Press and hold your left mouse button on an Assignment Bar to select it.
- Drag the assignment vertically and drop it to reallocate the assignment to a different person.
Once the assignment is moved, the new resource expands and represents all work assigned to that resource.
Step 3: Apply Smart Suggestions
Select the Apply button to save the assignment move or the Cancel button to move the assignment back to the original person or role and close the dialog without saving.
Note: Once an assignment has been moved, the assignment can't be moved a second time.
When an assignment is reallocated with Smart Suggestions, only the Name and Role display in the information header if no other assignments exist for the resource.
See Also:
Moving a Project Phase Row and Assignments with Smart Suggestions