Editing and Rescheduling Assignment Schedules

You can edit or reschedule an assignment schedule and add exceptions to it. For more information, see Assignments and Schedules Overview and Schedule Exceptions Overview.

Reviewing an Assignment Timeline

Note:

Dates in italics in the timeline refer to schedule exceptions.

To review an assignment timeline:

  1. On an Assignment record page, click the Edit Schedule tab and navigate to the Schedule section.
  2. Do one of the following to review the assignment timeline:
    • In the Week Ending field, navigate backwards or forwards to modify the dates and preview the schedule pattern.
    • Select the Week Ending date and pick a date.

Editing Schedules

To edit a schedule:

  1. On an Assignment record page, click Edit Schedule and click Edit in the Information section.
  2. Update the following fields shown in the Edit Schedule window as described in Information Fields:
    • Assignment Start Date
    • Assignment End Date
    • Pattern
  3. Click Reload in the Preview Changes section to compare the previous and updated information.
  4. Click Save.

Rescheduling Assignments

To reschedule an assignment:

  1. On an Assignment record page, click Edit Schedule and navigate to the Schedule section.
  2. Click Reschedule.
  3. Update the following fields shown in the Reschedule window as described in Reschedule fields:
  1. Click Reload in the Preview Changes section to compare the previous and updated information.
  2. [Optional] Select the Percent Allocation scheduling strategy and complete the following:
    • Click Add Date Range to add a new default row where you can define a new date range.
    • Click Delete on the row to remove it.
    • Click Reload on each individual row to refresh the row.
    • Click Update to refresh all Percent Allocation rows to reflect the changes you have made.
  3. Click Save. The scheduling strategy is applied to the schedule. Scheduling strategies are created as schedule exceptions.

To edit a schedule:

  1. Click Edit Schedule on the Assignment Detail page.

    The Edit Assignment Schedule page appears.

  2. Make the changes you want as described in Assignment Schedule Fields.
  3. To update the page so you can review the changes before saving, click Update in the sections where you made changes.
  4. To save your changes, click Save.