Extend a resource assignment
Extend the date of an allocated resource assignment and allocate resources for the extended period.
시작하기 전에
Role required: resource_manager
이 태스크 정보
Assume that work on a project has started, but there’s a need to extend the date of an allocated resource assignment because the project has been extended. In this scenario, you can extend the date of the allocated resource assignment. The new date by which the resource assignment is extended doesn’t have any impact on the existing allocated hours. While extending the resource assignment, you can specify the new end date and the request type. Based on the request type selected, the required allocated hours are auto-filled.
For example, assume that you allocated 100 hours for 2 months, 50 hours for each month. Now, you want to extend the resource assignment by one month. For the extended month, allocation records are created based on the request type selected.프로시저
- Navigate to and open a project.
-
Extend the resource assignment using one of the following options.
Option Procedure From resource assignment pane - From the resource assignment pane, select the row context menu (
) of resource assignment record and then select Extend.
- From the Extend Assignment window, modify the New end date and effort.
- Select Extend to extend the resource assignment.
From resource assignment form - Navigate to All and enter sn_plng_att_core_resource_assignment.LIST.
- Select the resource assignment record you want to extend and then select Extend. 주:You can’t set the assignment's extended end date later than the task end date.
- From the Extend Assignment window, modify the New end date and effort and select Ok.
- From the resource assignment pane, select the row context menu (
결과
- The assignment end date is updated and allocation is created based on resource's availability.
- The extended FTE or hours or person days is divided equally for the extended resource period.