Bulk Edit Resource Assignments

Navigate to the Company level Resource Planning tool.

Click Assignments and select Gantt (Beta).

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.
       

Navigate to the Company level Resource Planning tool.

Click Assignments and select Assignments List.

Mark the checkboxes for the assignments, then click the edit  icon.

Update the assignment information.

Click Update.