Edit a Workforce Assignment

Edit a Workforce Assignment from the Assignments List

You can edit workforce assignment information from two (2) places on the Assignment List:

• Inline on the Assignments List
• Assignment Details

Edit a Workforce Assignment from Assignments Boards

1. Navigate to the Company level Workforce Planning tool.
2. Click Assignments and select Boards.
3. Locate the workforce assignment you want to edit and click the Gantt  icon.
4. Click Working Day Splits. 
5. Click the coloured bar for the day(s) you want to edit.
6. Click Edit This Occurrence to edit specific days of the assignment.
   OR
   Click Edit Total Assignment to edit the entire assignment.
7. Edit the assignment information:
   Note: Fields marked with an asterisk (*) are required.
   • Person*. The assignee.
   • Project*. Enter the project that the assignment is for.
   • Category. Enter the category for the assignment. 
   • Subcategory. Enter the subcategory for the assignment. 
   • Needed Job Title. Enter the job title needed for the assignment. 
   • Status. Select the assignment status. See Configure Assignment and Request Statuses for Workforce Planning.
   • Working Days. Enter the working days needed for the Assignment.
   • Tags. Select the tags for the assignment. See Configure Tags for Workforce Planning.
   • Start Day*. Enter the date the work assignment starts.
     • Date. Enter the specific start date for the assignment.
       OR
     • Project Start. If the assignment starts on the same date as the project, select the project start date. 
   • End Day*. Enter the date the work assignment ends.
     • Date. Enter the specific end date for the assignment.
       OR
     • Weeks. Enter how many weeks the assignment is for.
       OR
     • Project End. If the assignment ends on the same date as the project, select the project end date.
   • Allocation Type. Select whether the Allocation Type is in Hours of Percent. See What is a Workforce Allocation Type?
     • Work Hours Start*. If you selected 'Hours', enter the time of day the assignment begins.
     • Work Hours Start*. If you selected 'Hours', enter the time of day the assignment ends.
     • Percent. If you selected 'Percent', enter the percent allocated to the assignment
   • Overtime. Mark this checkbox to allow overtime for any time that goes over the allotted paid hours per shift. See Configure Costing in Workforce Planning.
   • Optional: Custom Fields. Enter information for any assignment custom fields. See Configure Custom Fields for Workforce Planning 
8. Choose an option to save the assignment:
   • Click Save. 
   • Select the caret  icon and select Save and Alert to save the assignment and send an assignment alert to the assignee. See What is an assignment alert in Workforce Planning?
     • Optional: Update the 'Subject'.
     • Optional: Update the 'Alert Content'
     • Select when to send the alert:
       • Send Now. Select this to send the alert immediately, then click Send.
         Note: This will send the alert immediately based on the default or project assignment alert settings.
       • Program. Move the toggle to the ON position to program the alert to be sent in the future.
         Note: You can edit or send the programd alert at a later time. See Manage Programd Assignment Alerts.
         1. Select the Date and Time to send the alert.
         2. Click Save.
       • Save Draft. Select this to save the alert as a draft. Then click Save.
         Note: You can edit or send the draft at a later time. See Manage Draft Assignment Alerts.

Edit a Workforce Assignment from the Assignments Gantt

1. Select the Project Assignment Bar beside the person whose assignment you want to change.
2. Click Configure.
3. Select Working Day Splits and click Apply. 
4. Click the coloured bar of the day(s) you want to edit.
5. Select Edit This Occurrence to edit specific days of the assignment.
6. OR
7. Select Edit Total Assignment to edit the entire assignment.
8. Edit the assignment information:
   Note: Fields marked with an asterisk (*) are required.
   • Person*. The assignee.
   • Project*. Enter the project that the assignment is for.
   • Category. Enter the category for the assignment. 
   • Subcategory. Enter the subcategory for the assignment. 
   • Needed Job Title. Enter the job title needed for the assignment. 
   • Status. Select the assignment status. See Configure Assignment and Request Statuses for Workforce Planning.
   • Working Days. Enter the working days needed for the Assignment.
   • Tags. Select the tags for the assignment. See Configure Tags for Workforce Planning.
   • Start Day*. Enter the date the work assignment starts.
     • Date. Enter the specific start date for the assignment.
       OR
     • Project Start. If the assignment starts on the same date as the project, select the project start date. 
   • End Day*. Enter the date the work assignment ends.
     • Date. Enter the specific end date for the assignment.
       OR
     • Weeks. Enter how many weeks the assignment is for.
       OR
     • Project End. If the assignment ends on the same date as the project, select the project end date.
   • Allocation Type. Select whether the Allocation Type is in Hours of Percent. See What is a Workforce Allocation Type?
     • Work Hours Start*. If you selected 'Hours', enter the time of day the assignment begins.
     • Work Hours Start*. If you selected 'Hours', enter the time of day the assignment ends.
     • Percent. If you selected 'Percent', enter the percent allocated to the assignment
   • Overtime. Mark this checkbox to allow overtime for any time that goes over the allotted paid hours per shift. See Configure Costing in Workforce Planning.
   • Optional: Custom Fields. Enter information for any assignment custom fields. See Configure Custom Fields for Workforce Planning 
9. Choose an option to save the assignment:
   • Click Save.
   • Select the caret  icon and select Save and Alert to save the assignment and send an assignment alert to the assignee. See What is an assignment alert in Workforce Planning?
     • Optional: Update the 'Subject'.
     • Optional: Update the 'Alert Content'
     • Select when to send the alert:
       • Send Now. Select this to send the alert immediately, then click Send.
         Note: This will send the alert immediately based on the default or project assignment alert settings.
       • Program. Move the toggle to the ON position to program the alert to be sent in the future.
         Note: You can edit or send the programd alert at a later time. See Manage Programd Assignment Alerts.
         1. Select the Date and Time to send the alert.
         2. Click Save.
       • Save Draft. Select this to save the alert as a draft. Then click Save.
         Note: You can edit or send the draft at a later time. See Manage Draft Assignment Alerts.