Synchronizing Resource Planning Dates
Use this procedure to synchronize resource planning dates. If a project is rescheduled after you have designated Life of Project (LOP) assignments, or if you change a project's forecast dates, assignment start and finish dates might no longer be accurate.
To synchronize resource planning dates:
- Click
Resources. - On the Resources navigation bar, click
Planning. - On the Planning page:
- To ensure that assignment dates match the current project timeline, filter the Resource Planning spreadsheet to display only the project that has been rescheduled or that has new forecast dates.
- Click Synchronize Resource Dates.
- On the Synchronize Dates dialog box:
- Select one of the following synchronization options.
- If you rescheduled a project and want to match LOP assignments to current project dates, choose Life of Project assignments to Project dates.
When you choose this option, if the project has a scheduled finish, all LOP assignment dates are revised to match the project Planned Start and Schedule Finish dates and are disabled for editing. For each LOP resource assignment, the total allocated units are redistributed across the timescale based on these new dates. Spreadsheet cells that fall outside the life-of-project date range are disabled. For any resource that has no available worktime during the new project timeline, total allocated units are set to zero.
- If you changed a project's forecast dates and want to match all high-level planning assignments to the new forecast dates, choose All resource planning assignments to Forecast dates.
When you choose this option, the project start date is moved to the forecast start date and all resource planning assignments are moved accordingly. For example, if the forecast start date is one month later than the original project start date, all resource planning assignments are pushed out one month. When moving the dates of a resource planning assignment, if the new date falls on a non-work day, the assignment is moved to the first available work day that falls after the non-work day. For example, for a resource working on a standard five-day calendar, if moving an assignment one month causes the assignment to start on a Saturday (non-work day), the assignment start date is moved to Monday (the next available work day).
- Click OK.
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