Project Resource Assignment Adjustments

A resource manager or project manager can cancel assignments or change the start date, finish date, and hours per day for project resource assignments that are in a Confirmed or Reserved status.

Aspects of assignment adjustments include:

Assignment adjustment types
Adjusting a single assignment
Adjusting multiple assignments
Approving and rejecting assignment adjustments

Assignment Adjustment Types

The project resource assignment adjustment types are:

Change Assignment Schedule
Cancel Assignment

Adjusting a Single Assignment

The methods to initiate an assignment adjustment are:

On the Edit Project Resource Assignment page, in the Actions menu, click Adjust and select an adjustment type.
Select an assignment on the Manage Project Resource Assignments page, and adjust the assignment by either changing the individual assignment or by canceling the assignment.
On the Project Resource Assignments Ending Soon region of the Project Resources work area, Overview page, select an assignment and click the Change Assignment Date button.
On the Manage Project Resources page, select a confirmed or reserved assignment and click the Request Extension action.

When you initiate an assignment adjustment:

The application creates a project resource request to communicate and track the adjustment approval.
The request name is a combination of the resource name and the requested start date.
The request type is either Assignment Schedule Change or Assignment Cancellation.
You can access adjustment requests from the Manage Project Resource Requests page.
The application updates the assignment when the request is approved. For example, when a request to adjust an assignment start date is approved, the new start date appears on the assignment.

Adjusting Multiple Assignments

Resource managers can cancel or adjust multiple assignments together on the Manage Project Resource Assignment page. The assignments must be either reserved or confirmed.

Select multiple assignments and adjust them by using one of the following methods:

Change the schedules as a group to apply the same change to the selected assignments.
Change the schedules individually to make independent changes to the selected assignments.
Cancel the assignments.

When you submit and approve multiple assignment adjustments, the application creates a project resource request in an Approved Adjustment status for each assignment.

Approving and Rejecting Assignment Adjustments

You can approve or reject an assignment adjustment in the following locations:

Directly on the project resource request
On the Manage Project Resource Requests page
In the approver's workflow notification

The following table lists the approval requirements for assignment adjustments.

Action	Approver
Project manager initiates an assignment schedule change.	Resource manager (required)
Project manager initiates an assignment cancellation.	No approval required
Project manager cancels an adjustment that was initiated in the Project Management work area. Note: Only project managers can cancel an adjustment that was made by a project manager.	No approval required
Resource manager initiates a schedule change or cancellation to one assignment.	Project manager (optional)
Resource manager initiates a schedule change or cancellation to multiple assignments.	No approval required
Resource manager cancels an adjustment that was initiated in the Project Resources work area. Note: Only resource managers can cancel an adjustment that was made by a resource manager.	No approval required

No approval is required to add comments to an assignment.