Closing Assignments

To close an assignmentConnection between a resource and a project.:

  1. Do one of the following:The Close Assignments page appears.
  2. Complete the fields described in "Close Assignments Fields".
  3. Click Save.
Note
When you close an Assignment before the originally scheduled end date, the Estimates Vs Actuals records for future time periods that are no longer relevant are deleted.

To set the hours to zero on a schedule for a closed assignment:

  1. Close the assignment that you want to zero as described earlier.
  2. On the assignment that you closed or the schedule to which it relates, click Zero Schedule.
  3. When the confirmation popup appears, click OK.

Concept Information

Assignments and Schedules

About Scheduling Strategies

Reference Materials

Assignment Detail Fields

Assignment Schedule Fields

Assign Resource to Project Fields

Close Assignments Fields

Self-Assignment Fields

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