Split Resource Assignments

Objective

To split resource assignments in Resource Planning.

Background

Resources can work on multiple projects. If a project is delayed or a resource needs to temporarily move to a new assignment, you can split their current assignment. This allows you to adjust the dates for the remaining part of the assignment for the current project.

However, you can't move a split assignment to another project; you must create a new one.

Things to Consider

• Required User Permissions
• You cannot move split assignments to a new project.

Steps

1. Navigate to the Company level Resource Planning tool.
2. Click Assignments and select Gantt (Beta).
3. Hover over the assignment bar and the date where you want to split.
4. With your cursor over the date you want to split, right click the category bar and select Split.
5. Drag and drop the assignment to new correct dates.
6. Optional: Edit the Resource Assignment.
7. Optional: Send Assignment Alerts.

See Also

• Create a Resource Assignment
• Edit a Resource Assignment