Move a resource assignment
Move a resource assignment to a different start and end dates depending on the availability of the resource.
Before you begin
Role required: resource_user, resource_manager
About this task
- The resource assignment dates honor the task dates. The start and end dates of the resource assignments should be within the task start and end dates.
- When a resource assignment is moved beyond the task dates, the allocations outside the dates are cleared.
- You cannot move a resource assignment if actual efforts are captured for the work.
Use the Show actuals toggle (
) from the settings (
) side panel to view the efforts captured for an assignment via time cards.
Procedure
-
Select the Resource cards icon (
) from the menu and open a resource card.
Alternatively, you can access a resource board by accessing a widget from the overview dashboard. -
Select the chevron icon (
) for drill down view of the tasks assigned to resources.
-
In the top tray, select the row context menu (
) for the required task and select Move.