Managing Assignments
      Back to home
      1. Help Center
      2. People
      3. Managing Assignments

      Reallocating an Assignment

      As your project progresses, your available resources could change, and you may need to allocate assignments.

      Note: This functionality is only available for Resource Managers, Administrators and Owners

      You can reallocate assignment hours in a couple ways:

      Option 1: Reassign from the Side Menu

      1. From the Project: People or Project: Phase view of the Schedule page, hover your cursor over a Person or Role in the list of resources, or tap the row if using a mobile device. The row color changes to indicate the Person or Role affected. 
      2. When the floating action icons display, select the edit button More Actions icon and then select Reassign.
        Managing People Assignments_21
      3. In the Select Person field, select a new Person or Role from the drop-down list.
        Managing People Assignments_22

      Option 2: Reassign from the Edit Assignment Dialog

      1. From the People or Projects views of the Schedule page, hover your cursor over an assignment bar to display the floating action icons.
        edit and delete floating action buttons only
      2. Select the edit icon Edit floating action icon to open the Edit Assignment dialog.
      3. Select the Assign To field and choose a new Person or Role from the drop-down list.
        Edit Client 2
      4. Select Apply when complete to save or Cancel to close the dialog without saving.

      Option 3: Drag-and-Drop Assignment Bar

      When you're in any of the People or Projects views, you can vertically drag and drop an assignment from one person or role to another person or role.

      1. Click or press and hold your left mouse button on an Assignment Bar to select it.
        vert drag and drop
      2. Drag the assignment vertically and drop it to reallocate the assignment to a different person or role.

      Note: If the resource where an assignment is being moved has an existing assignment for the same dates, the assignment is not reallocated.

      Option 4: Drag-and-Drop Phase / Assignment Row

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

      Note: A 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.

      1. Click or press and hold your left mouse button on the six dots vertical row dots on a Phase Row to select it and the assignments associated with it.
        vertical row 1.5
      2. Drag the phase row vertically and drop it to move the phase and reallocate the assignments to a different person or role (depending on the view you're in).
        vertical row 2
        • When you are moving the row, it displays as a rectangle with a number indicating how many assignments are attached to the phase.
      3. A Success message displays once the phase row is moved.
        vertical row 3
        • Audere prevents you from moving a phase row if it can't be moved and an error message displays. A row cannot be moved if:
          • Phases already exist for the Project-level association
          • Phases or assignments already exist for the person or role where the row is being moved to

      See Also:

      Viewing Your Assignments

      Changing Assignment Dates

      Reviewing the Schedule