SECTIONSReschedule Fields
This window displays when you right-click a resource request or assignment in Work Planner, then click Reschedule. It enables you to reschedule a resource request or assignment by applying a different work pattern for a particular date range. The work pattern overrides the working hours defined by the schedule on the resource request or assignment.
When you reschedule an assignment, the window also includes a Notes section where you can record the reason for the change. The Notes section does not display when you reschedule a resource request.
Summary Card
The summary card at the top of the window displays the impact of your changes on the assignment's overall scheduled hours. The values update as you change the date range, the pattern, or the scheduling strategy.
| Field | Description |
|---|---|
| Resource | The resource the assignment is for. |
| Scheduled Hours | The total scheduled hours on the assignment before any changes are applied. |
| Hours After Adjustment | The total scheduled hours that will be on the assignment if you click Apply. This value is hidden when Scheduling Strategy is Custom and Repeats Every n Weeks is greater than 1. |
| Hours Changed | The difference between Hours After Adjustment and Scheduled Hours. A positive value indicates that hours are added to the assignment; a negative value indicates that hours are removed. This value is hidden when Scheduling Strategy is Custom and Repeats Every n Weeks is greater than 1. |
Date Range
| Field | Description |
|---|---|
| Start Date | The start of the date range that the new pattern applies to. |
| End Date | The end of the date range that the new pattern applies to. |
Schedule Pattern
The fields displayed in this section depend on the selected Scheduling Strategy.
| Field | Description |
|---|---|
| Scheduling Strategy |
The method used to define the pattern. Select one of the following:
Switching between strategies preserves any values you have already entered. |
| Sunday-Saturday | Displayed when Scheduling Strategy is Custom. The hours to be worked each day of the week. To set no hours, enter 0. Clearing a field resets it to its previous value. |
| Repeats Every n Weeks | Displayed when Scheduling Strategy is Custom. The frequency at which the pattern repeats within the date range. The default is 1 meaning that the pattern repeats each week. A value greater than 1 applies the pattern at n-week intervals, leaving intervening weeks to use the schedule's default hours. For example, if you enter 4 the pattern from week 1 repeats on week 5, week 9, and so on within the date range. |
| Weekly Total | Displayed when Scheduling Strategy is Custom. The total hours per week resulting from the current pattern. |
| Percent Allocation | Displayed when Scheduling Strategy is Percent Allocation. The percentage of the resource's working hours to allocate to each working day in the date range, based on the resource's work calendar. Enter a value from 0 to 100, with up to two decimal places. Non-working days receive zero hours. |
Notes
The Notes section displays only when you reschedule an assignment. When you enter a note, a Daily Note record is created on the assignment when you click Apply. For more information about Daily Notes, see Viewing, Adding and Editing Daily Notes.
| Field | Description |
|---|---|
| Date | The date that the note applies to. The date must be within the assignment's date range. |
| Note | The text of the note, up to 255 characters. If you leave this field blank, no Daily Note record is created when you click Apply. |
Buttons
| Button | Description |
|---|---|
| Apply | Applies the pattern to the specified date range. Schedule exceptions for the changes in working hours are created on the record's schedule. |
| Cancel | Closes the window without applying any changes. |