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Editing Scheduled Hours

Use Rapid Edit to change schedules for assignments in the Timeline panel or use the edit assignments panelA contextual panel used to manage schedules for resources and projects on the Resource and Project Planners. to view and change schedules for 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"..

Note:

Note

When you edit scheduled hours in Resource and Project Planners, using either Rapid Edit or the Edit Assignments panel, a schedule exception is created on the schedule record for each impacted week.

Adjusting Hours in the Timeline Panel (Rapid Edit)

To edit assignment hours per cell:

1. Select your zoom level (day, week, month, or quarter).
2. Double-click on a cell in the Timeline to edit. Edited assignment hours are based on the zoom level. For example, if you are in a week zoom level, the hours you edit are applied to the week.
   
3. Press Enter to continue or use either the Tab key or right arrow key to move to the right in the row. Use the Shift + Tab keys or the left arrow key to move to the left in the row. You can change edit mode at any time between the Total Hours Constant and End Date Held Constant modes. These correspond to the Hold total assignment hours constant setting in the Planners - Project and Planners - Resource custom settings.
4. Save your changes.

Note:

Note

Vertical navigation using tab or arrow keys is not currently supported in the Timeline.

Any schedule exceptions in the zoom level view of assignment hours are overwritten by changes you make when editing in the Timeline.

All schedule exceptions for holidays are designated on the day level, not the hour level in Resource and Project Planners. Any day in a work calendar with more than zero hours counts as a "working day" in Planners and is allocated hours when making changes to the timeline.

Stretching Assignment Schedules in the Timeline Panel

You can drag the assignment bar horizontally to make changes to the entire assignment schedule.

1. Click on the selected assignment bar and move the cursor left or right to decrease or increase the entire assignment schedule.
2. Release the mouse to stop dragging.
3. Save your changes.

Adjusting individual daily hours in the Edit Assignments Panel

1. Double click a resourceA contact that works on a project., projectA collection of activities and related items to be managed over a defined time range, such as timecards, expenses, milestones and budgets., sub-project, assignment or held resource request to show the edit assignments panel. If you double click a resource or project, you can see scheduled hours for all of its assignments and held resource requests.
   Note:

   Note

   

   The edit assignments panel displays scheduled hours over a two-week period, from Sunday to Saturday. Your Salesforce settings for locale determine the date format.
2. If you can't see the day you want to adjust daily hours for on the date grid, either choose it from the Two-Week Period calendar or click or to display the previous or next two-week period.
   
   
   
   
3. On the date grid, click the day you want to adjust daily hours for.
4. Enter some new daily hours.
   • The daily and weekly totals update.
   • The value of After Adjusting updates.
   • The hours on the assignment bar and resource or project summary bar update.
   Tip:

   Tip

   

   You can press TAB or SHIFT+TAB to skip to the next or previous day on the date grid.
5. Optionally, hide the edit assignments panel.
6. If you are happy with the adjusted hours (and, on the new Resource Planner, the resultant effect on resource allocation) click Save.
   Note:

   Notes

   

   Depending on the configuration that your administrator has chosen, holiday schedule exception records are created when you adjust and save assignment dates on the timeline. For more information, see Resource and Project Planners Settings and Preferences.

   Adjusting individual daily hours does not change the standard schedule patternThe number of hours usually worked per day on an assignment. of the assignment: you can only do this on the Edit Assignment Schedule page. See Editing Schedules.

Applying an exception to the schedule pattern in the Edit Assignments panel

1. Double click a resource, project, sub-project, assignment or held resource request to show the edit assignments panel.
2. Select a row and review the standard schedule pattern in the Schedule Pattern section.
   
   
   
   
3. Enter some new scheduled hours per day.
4. Optionally, you may want to apply the exception between two dates that lie within the assignment's date range. Let's say, for example, that you'll be seconded to another project for a week and will now only work four instead of eight hours per day on this assignment. In this case, select a new start or end date: choose dates from the Apply Pattern Between calendars.
   
   
   If you do not specify an end date in the date range, the end date defaults to the start date.
   
   
5. Click Apply Schedule Pattern.
6. If you are happy with the adjusted hours (and, on the new Resource Planner, the resultant effect on resource allocation) click Save.
7. Schedule exceptions are created on the schedule record.

Warning:

Warning

You must click Save to apply any changes to the corresponding records in your organizationA deployment of the Salesforce/FinancialForce applications with a defined set of licensed users. Your organization includes all of your data and applications, and is separate from all other organizations..

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