Overview


Editing Assignments from the Gantt Page is made easy with two different options. This article will walk you through choosing the best option and how to proceed with editing Assignments.


Getting Started


First, you'll need to decide which editing option is best for you. Your two options are:

  • Edit an Occurrence (Only available when Working Day Splits on Assignment bars are active)
  • Edit the Total Assignment


To edit an Assignment on the Gantt Page, select the Project Assignment Bar beside the Resource whose Assignment you wish to change. This will populate a box that provides both options, edit Occurrence or Total Assignment.


bar


Editing an Occurrence


The "Occurrence" refers to a specific duration of one Assignment without any breaks. If someone is off on the weekends, the past five days they worked would be the Occurrence. When editing an Occurrence, the changes are only being made to that specific chunk of the Assignment rather than the complete Assignment range. Once you have made the changes to the Assignment, select Save or Save & Alert.


If you wish to notify the assignee of their new Assignment Details, select Save & Alert. This will populate the Assignment Alert window allowing you to edit any of its content or add additional recipients before sending it out. You can also choose to send the alert instantly or at a scheduled delivery time.


range


Edit the Total Assignment


When you need to make a change that will reflect over the entire Assignment range, select Edit Total Assignment from the pop-up window. Once you have entered the details of the Assignment, select Save or Save & Alert.

If you wish to notify the assignee of their new Assignment Details, select Save & Alert. This will populate the Assignment Alert window allowing you to edit any of its content or add additional recipients before sending it out. You can also choose to send the alert instantly or at a scheduled delivery time.


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