Click the Assign button to specify resources that can fulfill a role. In order for this option to be available only one role can ticked.
|Resource||The resource you would like to work this role|
|Availability Match %|
|Availability Flex %|
|Billing Adjusted Margin|
Tick the checkboxes for all the roles you want to edit hours on. Then click Edit.
You can right click for a host of fill options.
|Fill From (N weeks or days)||Based on the number of currently selected cells, fill them|
Set the percent or number of hours you want to set per cell, for a certain amount of time, within certain constraints
|Insert||Insert preceding cells, which will delay the schedule. Select multiple cells to delay longer.|
|Delete||Remove preceding cells, which will advance the schedule. Select multiple cells to delay longer.|
|Clear||Clear selected cells|
|Extend||Insert more cells to populate with hours|
|Set Scheduling Mode||Change scheduling mode between weekly/daily|
You can also copy/paste directly from Microsoft Excel into the grid.
Under the Additional Actions dropdown you'll find the following choices.
|Notify Schedulers...||Send an email notification to one or more schedulers.|
|Share scheduling with...|
If a scheduler does not have permission to schedule a role on this project, you can share the role to them. Once shared, they'll be able to schedule. Useful when you need to do things like allow a UK resource manager to schedule their team on a USA project.
Project Managers - Change a Scheduling in Process/Scheduling Complete role back to Request in Process
Schedulers - Change a Request in Process to Scheduling in Process
Useful feature when a resource needs to come off a project. Transfer all their scheduled and hours and tasks to a new role.
|Close out role...|
If a resource is ending their work on a role, use this choice to keep them from entering time/expense after the specified date. Also clears future booked hours.
|Delete role...||Tick the role checkboxes and choose Additional Actions | Delete Role. If you cannot delete a role then there is some type of audit history on it. For example, time was entered for it and transferred to another role. Set a role end date and discontinue future use.|
When you delete a role it isn't actually deleted. You can always restore it later. To do so follow these steps: