Smart Suggestions
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      Moving a Project Phase Row and Assignments with Smart Suggestions

      Reassign a project phase and all associated assignments efficiently with Smart Suggestions.

      When you're in the People: Phase view, you can vertically drag and drop a project phase row with all its assignments from one person or role to another person or role.

      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:

      1. In the People: Projects or People: Phases view of the Schedule page, hover your cursor over the person's assignment to display the floating action icons.
        • Assignment hours prior to today's date can't be reassigned.
      2. Select the edit button-4 More Actions icon and then select Smart Suggestions from the drop-down list to open the Smart Suggestions page.
        ss - select ss view-1

      Step 2: Reassign Project Phase Row with Smart Suggestions

      Note: A project phase row can only be moved, and the assignments reallocated when all included assignments start on today's date (at the earliest) and extend through future dates.

      To reassign a project phase row with Smart Suggestions:

      1. Press and hold your left mouse button on the six dots vertical row selector on a Project Phase Row to select it and the assignments associated under it.
        ss - select assignment row
      2. Drag the project phase row vertically and drop it to move the project phase and reallocate its assignments to a different person.
        • When you are moving the row, it displays as a rectangle with a number indicating how many phases with assignments are attached to the phase.
          ss - move assignment row
      3. Once dropped, the new resource expands to display all phases with assignments.
        ss - moved assignment row
        • If the row is dropped on a phase association, the assignment is moved to that phase.
        • If the row is dropped on a project association and the project has phases, the assignment cannot be dropped.
        • If the row is dropped on a project association and the project does not have phases, the assignment is dropped to that project.
        • If the row is dropped on a person and the association already exists for the project / phase, the assignment is moved to that association.
        • If the row is dropped on a person and the association does not exist for the project / phase, a new association is created.

      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.
        • 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.

      Note: Once an assignment has been moved, the assignment can't be moved a second time.

      See Also:

      Using Smart Suggestions

      Moving a Single Assignment with Smart Suggestions

      Creating a New Assignment