Bulk Edit Resource Assignments

Things to Consider

Steps

Bulk Edit Resource Assignments from the Assignments Gantt (Beta)

 In Beta

This feature is in beta and available for customers using the Resource Planning tool.

 Important

Assignment alerts are not currently sent when changing assignments this way.

  1. Navigate to the Company level Resource Planning tool.

  2. Click Assignments and select Gantt (Beta).

  3. Follow steps to edit the assignment dates in one of the following ways:

    • Shorten or Extend Assignments

      1. On your keyboard, press and hold CMD/ALT. Click the assignment bars you want to edit.
        Note: Assignments will move in the same direction by the same duration.

      2. Hover over the last day of the assignment bar on the Gantt chart until you see the arrows.

      3. Click the arrows and move the assignment end date using a drag-and-drop operation.

      4. If there is a scheduling conflict, review the details and take one of the following actions:

        • Click Proceed to save the change despite overlapping assignments.

        • Click Cancel to disregard your changes.

    • Move Assignment Dates

      1. On your keyboard, press and hold CMD/ALT. Click the assignment bars you want to edit.

      2. Click and hold the assignment bar for one of the assignments. Move the assignments to the new date using a drag-and-drop operation.

      3. If there is a scheduling conflict, review the details and take one of the following actions:

        • Click Proceed to save the change despite overlapping assignments.

        • Click Cancel to disregard your changes.

    • Move Assignments to new Projects or Categories

      1. Press and hold the CMD/ALT key on your keyboard and click each assignment on the list.

      2. Drag the group to the new category or project and drop it onto the category or project name.

      3. If there is a scheduling conflict, review the details and take one of the following actions:

        • Click Proceed to save the change despite overlapping assignments.

        • Click Cancel to disregard your changes.

 Tip

Click the undo Icon Gantt Undo icon to undo an action. Click the redo Icon Gantt Redo icon redo a previously undone action.

Bulk Edit Assignments from the Assignments List

  1. Navigate to the Company level Resource Planning tool.

  2. Click Assignments and select Assignments List.

  3. Mark the checkboxes for the assignments, then click the edit Icon Edit2 icon.

  4. Update the assignment information.

  5. Click Update.

Send Assignment Alert Updates

After you create or update an assignment, send an alert to the assignee.

See Also

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