Maximize Productivity with Detailed Assignment Tracking and Schedule Approvals

Visualize assignments in the resource schedule Gantt chart with enhanced clarity by viewing and editing project resource assignment hours by day. Approve or cancel assignment adjustments directly in the Gantt chart. Resource managers experience a granular level of insight into how resources are allocated, empowering them to make data-driven decisions that maximize efficiency and utilization. Resource managers effortlessly review and approve assignment adjustments submitted by project managers, all while gaining a comprehensive understanding of the resource's schedule.

This builds on the Visual Resource Planning and Scheduling feature that introduced the interactive resource schedule Gantt chart in 23C.

View or Edit Daily Assignment Hours

Approve or Reject Assignment Adjustments

Cancel Assignment Adjustment

Watch a demo.

The business benefits of this feature include:

Resource assignments broken down by daily hours provide a clear representation of resource allocation over time. The resource manager better understands the resource's utilization and allocation at a glance.

Resource managers are empowered to make more informed decisions. With detailed information about resource allocation hours, resource managers optimize schedules, allocate resources more effectively, and minimize overbooking or under utilization.

Editing hours at a daily level allows precise allocation to meet the requirements of the project.

Approving or canceling of assignment adjustments directly within the Gantt chart streamlines the assignment adjustment process. This saves time and reduces administrative overhead.

Steps to Enable

Use the Opt In UI to enable this feature. For instructions, refer to the Optional Uptake of New Features section of this document.

Offering: Project Execution Management No Longer Optional From: Update 24C

Tips And Considerations

Resource managers can cancel assignment adjustments only for those that were initiated by a resource manager, in the Project Resources workarea.

Resource managers can approve or reject assignment adjustments that were initiated by a project manager, in the Project Management workarea.

To set daily assignment hours for an existing assignment, go to the “Daily Assignment” view and set the desired assignment hours for each day by double-clicking in the days you wish to set hours.

Once an assignment's hours are saved at the daily level, it cannot be changed to a different schedule method. Assignments with hours that are defined daily can only be adjusted (start date, finish date, and hours) in the Gantt chart in the Manage Resource Schedules page.

When adjusting an assignment with hours that are defined daily, the assignment hours will shift based on the changes that are made to the assignment start and finish dates as well as the duration:

Start Date	Finish Date	Duration	Assignment Hours Change
Earlier	Earlier	Same	Shift the hours by the number of calendar days the assignment shifted. Some hours may shift to non-working days, depending on how many days the assignment was shifted.
Later	Later	Same	Shift the hours by the number of calendar days the assignment shifted. Some hours may shift to non-working days, depending on how many days the assignment was shifted.
Earlier	No change	Longer	Shift the hours earlier by the number of calendar days the assignment increased. The hours will shift to the new start date. Add project calendar hours on each working day for additional days added to the duration. These hours will be added after the end of the existing assignment hours.
Later	No change	Shorter	Remove hours for dates no longer part of the assignment. Keep existing daily hours that were set on remaining dates of assignment.
No change	Earlier	Shorter	Remove hours for dates no longer part of the assignment. Keep existing daily hours that were set on remaining dates of assignment.
No change	Later	Longer	Keep the hours on the days they were originally set. Add project calendar hours on each working day for additional days added to the duration. These hours will be added after the end of the existing assignment hours.
Earlier	Later	Longer	Shift existing hours to start at new start date. Add project calendar hours on each working day for additional days added to the duration. These hours will be added after the original assignment hours.
Later	Earlier	Shorter	Shift hours starting at new start date. Remove hours at the end for days no longer within the new date range.

Access Requirements

No new access requirements.