Move a resource assignment in Project Workspace

  • Release version: Xanadu
  • Updated July 1, 2025
  • 1 minute to read

    • Move the resource assignment to a new start and end dates to accommodate changes in task scheduling or resource allocation. Shift assignments to balance workloads across resources and avoid over-allocation.

    Before you begin

    Role required: resource_user, resource_manager

    About this task

    • When you move an assignment to a new start and end dates, the initial requested or approved efforts are retained for the latest duration.
    • When an assignment is moved, the Ready for review state is retained and the assignment remains accessible to resource managers for work allocation.
    • You cannot move a resource assignment if actuals efforts are entered for the work.
    • New assignment dates should be within the task duration dates.

    Procedure

    1. Navigate to Workspaces > Project Workspace and open a project.
    2. View the resource assignment pane by enabling the Resource assignments toggle button.
      Note:
      If the property sn_pw.enable_resource_planning is set to true, then the Resource plan toggle button and resource assignment pane are displayed in Project Workspace. The default value is false. You must have the pps_admin role to enable this property.
    3. Select a project task to view the assignments associated to the task.
    4. From the resource assignment pane, select the row context menu (Row context menu.) and then select Move.
    5. From Move assignment modal, select a New start date using the date picker modal.
    6. Optional: Change the assignment status using the New status list to one of the following available statuses.
      Changing the status is restricted to the resource_manager role.
    7. Select Confirm.
      When you move the resource assignment for a group, the assignments are moved for all members of that group. You cannot move assignments for individual users within the group or for child resource assignments.