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Edit a Workforce Assignment

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Objective

To edit a workforce assignment in Workforce Planning.

Background

Workforce assignments allow you to manage your workforce by assigning resources to projects. Workforce assignments can also be used for forecasting and planning future work. You can edit these assignments at any time.

 

Things to Consider

Steps

You can edit assignments from three (3) places in Workforce Planning:

Edit a Workforce Assignment from the Assignments List

You can edit workforce assignment information from two (2) places on the Assignment List:

Edit Assignment Information Inline

You can edit information directly on the Assignments List by making inline edits.

  1. Navigate to the Company level Workforce Planning tool.
  2. Click Assignments and select Assignments List.
  3. Right click OR double click the information in the row and column that you want to edit.
    Note: Fields that are editable inline have an orange border. If there is a black border, you cannot edit the field inline, but can from the Assignment Details.
    clipboard_e40378a2f0b3b64b1af094eed9f3525af.png
  4. Add or edit the information.
  5. Click Save.

Edit Assignment Information from Assignment Details 

  1. Navigate to the Company level Workforce Planning tool.
  2. Click Assignments and select Assignments List.
  3. Locate the workforce assignment you want to edit and click the gear icon-gear-wfp.png icon.
  4. Edit the assignment information.
  5. Choose an option to save the assignment:
    • Click Save. 
    • Select the caret icon-caret-wfp.png icon and select Save and Alert to save the assignment and send an assignment alert to the assignee. See What is an assignment alert in Workforce Planning?
      • Select when to send the alert:
        • Send Now. Select this to send the alert immediately, then click Send.
          Note: This will send the alert immediately based on the default or project assignment alert settings.
        • Schedule. Move the toggle to the ON position to schedule the alert to be sent in the future.
          Note: You can edit or send the scheduled alert at a later time. See Manage Scheduled Assignment Alerts.
          1. Select the Date and Time to send the alert.
          2. Click Save.
        • Save Draft. Select this to save the alert as a draft. Then click Save.
          Note: You can edit or send the draft at a later time. See Manage Draft Assignment Alerts.

Edit a Workforce Assignment from Assignments Boards

  1. Navigate to the Company level Workforce Planning tool.
  2. Click Assignments and select Boards.
  3. Locate the workforce assignment you want to edit and click the Gantt icon-gantt-wfp.png icon.
  4. Click Working Day Splits. 
  5. Click the colored bar for the day(s) you want to edit.
  6. Click Edit This Occurrence to edit specific days of the assignment.
    OR
    Click Edit Total Assignment to edit the entire assignment.
  7. Edit the assignment information. 
  8. Choose an option to save the assignment:
    • Click Save. 
    • Select the caret icon-caret-wfp.png icon and select Save and Alert to save the assignment and send an assignment alert to the assignee. See What is an assignment alert in Workforce Planning?
      • Optional: Update the 'Subject'.
      • Optional: Update the 'Alert Content'
      • Select when to send the alert:
        • Send Now. Select this to send the alert immediately, then click Send.
          Note: This will send the alert immediately based on the default or project assignment alert settings.
        • Schedule. Move the toggle to the ON position to schedule the alert to be sent in the future.
          Note: You can edit or send the scheduled alert at a later time. See Manage Scheduled Assignment Alerts.
          1. Select the Date and Time to send the alert.
          2. Click Save.
        • Save Draft. Select this to save the alert as a draft. Then click Save.
          Note: You can edit or send the draft at a later time. See Manage Draft Assignment Alerts.

Edit a Workforce Assignment from the Assignments Gantt

  1. Select the Project Assignment Bar beside the person whose assignment you want to change.
  2. Click Configure.
  3. Select Working Day Splits and click Apply. 
  4. Click the colored bar of the day(s) you want to edit.
  5. Select Edit This Occurrence to edit specific days of the assignment.
    OR
    Select Edit Total Assignment to edit the entire assignment.
  6. Edit the assignment information.
  7. Choose an option to save the assignment:
    • Click Save.
    • Select the caret icon-caret-wfp.png icon and select Save and Alert to save the assignment and send an assignment alert to the assignee. See What is an assignment alert in Workforce Planning?
      • Optional: Update the 'Subject'.
      • Optional: Update the 'Alert Content'
      • Select when to send the alert:
        • Send Now. Select this to send the alert immediately, then click Send.
          Note: This will send the alert immediately based on the default or project assignment alert settings.
        • Schedule. Move the toggle to the ON position to schedule the alert to be sent in the future.
          Note: You can edit or send the scheduled alert at a later time. See Manage Scheduled Assignment Alerts.
          1. Select the Date and Time to send the alert.
          2. Click Save.
        • Save Draft. Select this to save the alert as a draft. Then click Save.
          Note: You can edit or send the draft at a later time. See Manage Draft Assignment Alerts.