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Tips and Tricks: Reallocating Assignments

When a resource's contract comes to an end, there's no need to go through the hassle of rebuilding the entire project.

Instead of deleting a project assignment from a departing resource and creating it again for a new resource, simply reassign (reallocate) the existing assignment.

You can reallocate assignment hours from the Project: People or Project: Phase view of the Schedule page or resign from the Edit Assignment dialog.

From the Project: People or Project: Phase view:

  1. Hover your cursor over a Person (1) 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.Reallocate 1-1
  2. When the floating action buttons appear, select the edit button-2 More Actions (2) button and then select Reassign (3).
  3. In the Select Person (4) field, select a new Person (5) or Role from the drop-down list.

From the Edit Assignment dialog:

  1. Select the open space between Hours boxes in the Assignment Bar (1) to open the Edit Assignment dialog.
    Reallocate 2-1
  2. Select the Assign To (2) field and then select a new Person (3) or Role from the drop-down list.
  3. Select Apply (4) when complete to save.

Tip: Select the hide empty rows button-2 Hide Empty Rows button to hide any resources without active assignments.


See Also:

Reallocating an Assignment

Deleting Assignments

Creating a New Assignment