Previous Topic

Next Topic

Book Contents

Modifying Resource or Role Assignment Dates

Use the Resource Planning spreadsheet to modify the assignment dates for a project.

To modify resource or role assignment dates:

  1. Click "" Resources.
  2. On the Resources navigation bar, click "" Planning.
  3. On the Planning page:
    1. Locate the project the resource or role is assigned to, and then click the resource or role.

      Note: See Customizing the Resource Planning Spreadsheet if the project you want is not in view.

    2. Double-click the Start or Finish field and choose a date, or select the Life of Project option to assign the resource or role for the full project duration.

      Note: The timeline of a Life of Project (LOP) assignment corresponds to the project start (Planned Start) and finish (Schedule Finish) dates. When you select this option for an assignment, if the project has a scheduled finish date, the total allocated units are redistributed across the timescale based on these new dates and the assignment start and finish dates are disabled for editing. Spreadsheet cells that fall outside the life-of-project date range are also disabled. If the project does not have a scheduled finish date, the assignment dates and spread of allocated units remain as they are.

    3. Click Save.

Related Topics

Resource Planning

About Resource Planning

Customizing the Resource Planning Spreadsheet

Assigning Projects or WBS Elements to Resources or Roles

Assigning Resources or Roles to Projects or WBS Elements

Allocating Units or the Percentage of Available Units to Resources or Roles

Synchronizing Resource Planning Dates

Splitting a Resource or Role Assignment

Categorizing Resource or Role Assignments using Status Codes

Exporting the Resource Planning Spreadsheet

Planning Page


Copyright information