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Edit Assignments Panel Overview

How it Works

Use the edit assignments panel to manage schedules, including:

• Viewing and adjusting assignment schedules.
• Viewing and adjusting held resource requestsOccurs when a named resource has been reserved (held) against, but not booked to, a project or opportunity. Also referred to as "soft booking". and requested hours.
• Viewing a daily and weekly breakdown of resource allocation.
• Adjusting the duration of assignments and held resource requestsOccurs when a named resource has been reserved (held) against, but not booked to, a project or opportunity. Also referred to as "soft booking"..
• Creating exceptions to the schedule patternThe number of hours usually worked per day on an assignment..
• Adding and removing daily notes.

To get started, see Working with the Edit Assignments Panel.

At a Glance

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