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Working with the Edit Assignments Panel

Use the edit assignments panel 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"..

You can show the edit assignments panel in the following ways:

• Double click the name of a resourceA contact that works on a project. or projectA collection of activities and related items to be managed over a defined time range, such as timecards, expenses, milestones and budgets..
• After expanding a resource or project by clicking , click an assignment or held resource request.
• After showing the panel once, you can show and hide it by clicking the arrow icons on the bottom bar.

Note:

Notes

The Edit Assignments panel automatically closes once you save changes.

If a resource does not have a specified work calendar while editing assignments, Resource and Project Planners creates a temporary work calendar using a 40-hour work week starting on Sunday.

You can perform these tasks.

View Assignments

• View all assignments for the resource or project.
• View daily and weekly total scheduled hours for all assignments, either worked by a resource or created against a project.

Daily Notes

• Add and remove daily notes for assignments.
• See Adding and Removing Daily Notes.

Resource Requests

• View scheduled hours for held resource requests.
• Adjust scheduled hours for the preferred schedule on the held resource request.

Schedules

• Adjust start or end dates.
• Adjust individual daily hours.
• Apply and create exceptions to the schedule patternThe number of hours usually worked per day on an assignment..
• See Editing Scheduled Hours.

Schedule Exceptions

• Apply and create exceptions to the schedule pattern, for all or part of the duration of the assignment.

Apply Changes

• Review the impact of changes to scheduled hours on the timelineA feature of the Resource and Project Planners. Offers a visual overview – in days, weeks, months or quarters – of assignment duration and scheduled hours, as well as total hours rolled up to the parent resource or project., before saving the changes to 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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