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:

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.
When the floating action icons display, select the More Actions icon and then select Reassign.
In the Select Person field, select a new Person or Role from the drop-down list.

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

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.

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 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.

See Also:

Viewing Your Assignments