Shift Assignments

The Shift Assignments dialog box allows you to bulk adjust resource assignments across time periods. The dialog displays a hierarchical list of all the tasks and resources and their start and finish dates. For resources, the start and finish dates are based on the earliest and latest assignments for the resource on the task. Once rows are selected, you can enter new dates to shift the assignments to.

 

Note: When shifts are applied, the published and baseline data is not updated.

Overview

The shift assignment process does the following:

  • Calculates the difference in working days between Shift From date and Shift To date.
  • Tests to see that all Assignments fall within the range of Scheduling Calendar dates set up in the system. It also analyzes whether the shift will cause any assignments to fall outside of Scheduling Calendar. If so, the process stops with an error message.

  • If no Scheduling Calendar violation is found, shifts all assignment dates by the number of working days calculated earlier, adhering to the work calendar. If calculated days are positive, the assignments shift forward in time; if calculated days are negative, the assignments shift backward in time. If an assignment already exists on a destination date, it sums the two assignments.

Shift Assignments

  1. From the Project - Resources Tab or Project Progress - Resources tab, click the right mouse button and select the Shift Assignments option or click the Tools button and then select Shift / Assignments.
    The Shift Assignments dialog box displays.
  2. From the Selection list, select the assignments to shift. If you select a task row, all resources assigned to the task and any tasked below in the hierarchy are selected. The resource start and finish dates represent the earliest and latest assignments for the resource for the specific task.
  3. In the Shift From, enter the new start date for the assignment. The date must be a working day, which is based on the project work calendar and scheduling calendar, and defaults to the earliest assignment based on the rows you have selected.
  4. In the Shift To, enter the new finish date for the assignment. This must be a working day, which is based on the project work calendar and the scheduling calendar.
  5. Click OK.
    The dates for the selected resources are updated.