Working with the Edit Assignments Panel

Use the edit assignments panel to view and change schedules for assignments and held resource requests A resource request with a status of “held” and a schedule. The Resource field is populated.. If a resource does not have a specified work calendar while editing assignments, Resource and Project Planners creates a temporary work calendar using a 40-hour work week starting on Sunday. The Edit Assignments panel automatically closes once you save changes.

To open the edit assignments panel:

• Double click the name of a resource A contact that works on a project. or project A collection of activities and related items to be managed over a defined time range, such as timecards, expenses, milestones and budgets..
• After expanding a resource or project by clicking , click an assignment or held resource request.
• After showing the panel once, you can show and hide it by clicking the arrow icons on the bottom bar.

You can perform the following tasks:

Task	Description
Apply Changes	Review the impact of changes to scheduled hours on the timeline A feature of the Resource and Project Planners. Offers a visual overview – in days, weeks, months or quarters – of assignment duration and scheduled hours, as well as total hours rolled up to the parent resource or project. before you save the changes to your organization A deployment of the Salesforce/Certinia applications with a defined set of licensed users. Your organization (org) includes all of your data and applications, and is separate from all other orgs..
Daily Notes	Add and remove daily notes for assignments.
Resource Requests	View scheduled hours for held resource requests. Adjust scheduled hours for the preferred schedule on the held resource request.
Schedule Exceptions	Apply and create exceptions to the schedule pattern, for all or part of the duration of the assignment.
Schedules	Adjust start or end dates. Adjust individual daily hours. Apply and create exceptions to the schedule pattern The number of hours usually worked per day on an assignment.. Note: If you extend an assignment containing a schedule exception and the extended assignment contains a new schedule exception in the range of the assignment, Planners applies certain behavior if you simultaneously apply a new schedule pattern to the assignment. Any existing schedule exceptions in the initial assignment are overwritten while schedule exceptions in the extended assignment are honored.
View Assignments	View all assignments for the resource or project. View daily and weekly total scheduled hours for all assignments, either worked by a resource or created against a project.