Splitting Assignments and Held Resource Requests

You can split individual assignments and held resource requests in Resource and Project Planners into two assignments or held resource requests. New assignments and held resource requests are created in a split with new schedules and schedule exceptions.

To split an Assignment or Resource Request:

1. In Resource and Project Planners, select an assignment or resource request.
2. Click Split Assignment.
3. Enter a valid date to split the assignment or resource request.
4. From the drop-down list, select a resource.
5. Click Split.
6. Save your changes in Resource and Project Planners.

Note:

Note

You cannot split assignments with associated timecards or expenses.

You cannot split resources on unheld resource requests.

You cannot split assignments or resource requests if you do not have edit permissions through field-level security or create, retrieve, update, delete access.

Your administrator specify if users can swap assignments with a start date set in the past with the "Restrict Creation Past Dates" field in the Planners - Resource custom setting. For more information, see Resource and Project Planners Settings and Preferences .

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