Creating or Adjusting Resource's Assignment from Resource Allocation Management Page

You can use the Gantt chart of the Resource Allocation Management page to create or adjust resource's assignment.

Creating Resource's Assignment

To create a resource's assignment in the Gantt view of the Resource Allocation Management page:

1. In the Gantt chart, click the line of the resource you want to create assignment.

   The icon appears.

2. Locate the icon to the period when the resource's assignment begins.

   You are unable to locate the icon in the period earlier than the staffing profile start period.

3. Click and hold the icon, and drag it to the period when the resource's assignment ends.

   You are unable to draft the icon to the period later than the staffing profile end period.

4. Release the mouse button. A dialog box as follows opens:

   

   Note: Clicking Delete, you cancel the creation assignment.

5. Modify the period of the resource's assignment.
6. Specify the effort of the resource's assignment.
7. Click Confirm.
8. Click to save the changes.

Adjusting Resource's Assignment

To adjust a resource assignment in the Gantt view of the Resource Allocation Management page:

1. In the Gantt chart, click on the resource's assignment you want to adjust.
2. Place the cursor in the left end of the assignment bar if you want to adjust the start date of the resource's assignment, or place the cursor in the right end of the assignment bar if you want to adjust the finish date of the resource's assignment, until the two-headed arrow appears.

3. Click and hold the cursor, and drag it leftwards or rightwards to your desired date.

4. Release the mouse button, and the dialog box opens.

   

   Note: Clicking Delete, you delete the assignment.

5. Modify the period and effort of the resource's assignment.
6. Click Confirm.
7. Click to save the changes.

Also, you can adjust resource's assignment by double-clicking the assignment bar to open the dialog box, and then modify the period and effort.