Overview
Reassigning allocations allows you to quickly adapt as resource assignments and project needs shift. You can reassign allocations from both tabs of the Resource Center or from a project’s Resourcing tab.
To reassign allocations from a specific Resourcing area, you will need the following Project Permissions and/or Access Group permissions:
| Location | Project Permissions |
|---|---|
|
Team Members tab in the Resource Center |
Resource Management Access Group permissions:
Note: If you can only edit allocations for named, unnamed, or only soft allocations for named, who you can select in the Reassign Allocations modal will be limited.
|
| Projects tab in the Resource Center |
Resource Management Access Group permissions:
Note: If you can only edit allocations for named, unnamed, or only soft allocations for named, who you can select in the Reassign Allocations modal will be limited.
|
| Resourcing tab in the project workspace |
Project Permissions:
- AND - Resource Management Access Group permissions:
Note: If you can only edit allocations for named, unnamed, or only soft allocations for named, who you can select in the Reassign Allocations modal will be limited.
|
For information on reassigning scheduled hours, see Managing Scheduled Hours.
How to Reassign Allocations
- Navigate to a Resourcing area in Kantata:
- Projects > select a project > Resourcing
- Resourcing > Resource Center > Team Members
- Resourcing > Resource Center > Projects
- From the respective Resourcing page, locate the project or resource you want to reassign allocations for, then expand the top-level row.
Note: Depending on where you are in Kantata, the order of these rows may vary. For example, the resource row is the top-level row in the Team Members tab. - In the expanded resource or project row, click the More icon and select Reassign Allocations.Note: In order to reassign allocations, you must have Access Groups permissions to edit allocations for named and/or unnamed resources. If you are reassigning hours from a project’s Resourcing tab, you must also have Schedule Hours for Team Project Permissions.
- In the Reassign Allocations modal, choose if the hours you want to reassign occur After, Before, or Between specific dates, and then enter the date or date range.
- If you only want to reassign some of the allocated hours during the selected time frame, adjust the Amount to Reassign percentage.
- Choose whether the hours will be reassigned to a Named or Unnamed resource, and then select the specific role or user from the drop-down menu.
Note: Specific named and unnamed resources only appear in the drop-down menu based on your Project Permissions and Access Group permissions. For example—depending on which Resourcing area you are reassigning hours from—without Project Permissions to invite people to projects or Access Groups permissions to edit named resources, you will only see people that are already participating in the project. The order that named resources appear may also be affected by Resource Recommendations. - To copy custom field values, skills, and Organizations information from the previous assignee and transfer these attributes to the new assignee, select the Copy Resource Attributes checkbox.Note: This checkbox will not appear until you select a new assignee. Depending on your account settings, it may only appear for people who are being added to the project when being reassigned. Any resources with conflicting allocations will have a duplicate resource created with the same attributes as the previous assignee.
- When finished, click Reassign. The hours within the specified timeframe are moved from the previous assignee to the new assignee.
Comments
3 comments
This article has been updated to include references to the project Resourcing tab and additional permissions information.
This article has been updated to include information on the Copy Resource Attributes checkbox.
This article has been updated to include information on what happens if the new assignee's allocations conflict with existing allocations.
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