Project ressource assignment

[clairehoudi]

hello 

in a project , under resource assignment , I would like to update the planned hours per period. 

I can update the values but changes are not saved.

See attached screenshot in which I highlighted the cells  in yellow.

can somebody help ? 

I was in the training , that this is possible. 

[phil_bool_unifi]

Hi Claire.  
The Resource Plan has built out a picture of how the resource's time would typically be distributed over the duration of their resource plan based on the information set when the plan was created.  In this case, you've got someone working full-time on a specific activity (ie you've assigned '1 FTE').  This information is so that a planner can work out in advance how much that person's time will impact the company, and cost the project.  That means, this isn't a real track of how many hours they actually spent on this, it's a plan.

If you'd like to be able to say how many hours the resource actually worked  over a timeframe (for example if you're going back noticing an employee was absent for the first week of April, for example, you can have the user's timecards align with the project to create Actual records.  The plan remains the same, but your actuals show this work wasn't done, so doesn't need to be charged for/paid for.  If you're not capturing timecard data anywhere, you could turn on the timesheet portal which will enable you to do this.  If you're already tracking that information outside ServiceNow, you could align the data with your projects etc. using an integration, creating timecard records automatically.

Alternatively, if your aim is to say that, over the week commencing 5th May, that user will be on holiday, so can't work any hours, you could do this by creating an Operational Plan for that user over that period, and then the Resource Plan will know they're not available for Project Work during that week, and won't assign them any.  I see in this case you've already created (and I presume approved) the resource plan, so you may want to plan to maintain Operational Plans for resources in the future, as I don't believe it will update already assigned allocation.

Finally, if your goal is to say that the project doesn't need this resource over a specific week, then your best option would be to shorten your resource plan to finish before the start, and then add a new resource plan that starts after the break.

I hope that helps.