Drag and Drop Activities Using Assignment Assistant

You can move eligible Pending activities from previous days by drag-and-drop during the configured past-update window.

Drag and drop the activity that you want to move. These actions occur:
  • Selected resource to whom an activity is assigned appears on the top of the list. This resource remains on the screen when scrolling the list of resources.
  • Alert message is displayed for selected (top) resource if the resource is violating, 'Show all' resource constraints.
  • Other resources are displayed in the 'Other suggested resources' section.
  • 'Show all' checkbox is not selected by default. That means, 'Show all' resource constraints are applied to the list of resources.
  • The same behavior is applicable for the Buckets tab.
  • This image displays the Assign Assistant screen with a Move activity in progress:

    Image shows Assignment Assistant screen

    If the activity cannot be moved for violation of rules, an apporpriate alert is displayed.

    If you try to assign activities with a total duration of more than 12 hours to a single resource's route, a warning message appears. The warning message doesn't appear when you assign activities to a bucket or to the non-scheduled pool of a resource. If you try to move more than 200 activities, then only the duration of the first 200 is displayed in the warning message.