End a Resource Assignment
Objective
To end a resource assignment.
Background
Resource assignments allow you to manage your resources by assigning them to projects. You can end a resource assignment by updating the end date the current date.
Things to Consider
Steps
You can end resource assignments from the following places in Resource Planning:
End an Assignment from the Assignments List
- Navigate to the Company level Resource Planning tool.
- Click Assignments and select Assignments List.
- Locate the desired assignment and click the gear
icon. - Enter the new End Date.
- Choose an option to save the assignment:
- Click Save.
- Select the caret
icon and select Save and Alert to save the assignment and send an assignment alert to the assignee. See, What is an assignment alert in Resource Planning?
- Optional: Update the 'Subject'.
- Optional: Update the 'Alert Content'
- Select when to send the alert:
- Send Now. Select this to send the alert immediately, then click Send.
Note: This will send the alert immediately based on the default or project assignment alert settings. - Schedule. Move the toggle to the ON position to schedule the alert to be sent in the future.
Note: You can edit or send the scheduled alert at a later time. See Manage Scheduled Assignment Alerts.- Select the Date and Time to send the alert.
- Click Save.
- Save Draft. Select this to save the alert as a draft. Then click Save.
Note: You can edit or send the draft at a later time. See Manage Draft Assignment Alerts.
- Send Now. Select this to send the alert immediately, then click Send.
End an Assignment from the Assignments Boards
- Navigate to the Company level Resource Planning tool.
- Click Assignments and select Boards.
- Locate the assignment you want to edit.
- Drag and drop the assignment from the project to the 'resource bench'. See What is the 'resource bench' in Resource Planning?
Note: The assignment end date updates to the present date.
OR
Locate the assignment you want to end and hover over the assignment. Next, click the Gantt
icon.
- Click Edit Total Assignment.
- Enter the new End Date.
- Choose an option to save the assignment:
- Click Save.
- Select the caret icon and select Save and Alert to save the assignment and send an assignment alert to the assignee. See, What is an assignment alert in Resource Planning?
- Optional: Update the 'Subject'.
- Optional: Update the 'Alert Content'
- Select when to send the alert:
- Send Now. Select this to send the alert immediately, then click Send.
Note: This will send the alert immediately based on the default or project assignment alert settings. - Schedule. Move the toggle to the ON position to schedule the alert to be sent in the future.
Note: You can edit or send the scheduled alert at a later time. See Manage Scheduled Assignment Alerts.- Select the Date and Time to send the alert.
- Click Save.
- Save Draft. Select this to save the alert as a draft. Then click Save.
Note: You can edit or send the draft at a later time. See Manage Draft Assignment Alerts.
- Send Now. Select this to send the alert immediately, then click Send.
End an Assignment from the Assignments Gantt (Legacy)
- Navigate to the Company level Resource Planning tool.
- Click Assignments and select Gantt (Legacy).
- Select the Project Assignment Bar beside the person whose assignment you wish to change.
- Click the colored bar of the day(s) you want to edit.
- Select Edit Total Assignment to edit the entire assignment.
- Enter the new End Date.
- Choose an option to save the assignment:
- Click Save.
- Select the caret icon and select Save and Alert to save the assignment and send an assignment alert to the assignee. See, What is an assignment alert in Resource Planning?
- Optional: Update the 'Subject'.
- Optional: Update the 'Alert Content'
- Select when to send the alert:
- Send Now. Select this to send the alert immediately, then click Send.
Note: This will send the alert immediately based on the default or project assignment alert settings. - Schedule. Move the toggle to the ON position to schedule the alert to be sent in the future.
Note: You can edit or send the scheduled alert at a later time. See Manage Scheduled Assignment Alerts.- Select the Date and Time to send the alert.
- Click Save.
- Save Draft. Select this to save the alert as a draft. Then click Save.
Note: You can edit or send the draft at a later time. See Manage Draft Assignment Alerts.
- Send Now. Select this to send the alert immediately, then click Send.
End an Assignment from the Assignment Gantt
- Navigate to the Company level Resource Planning tool.
- Click Assignments and select Gantt (Beta).
- Locate the assignment you want to end.
- Hover over the end date of the assignment bar until you see the arrows.
- Click the arrows and and move the length of the bar to the new end date using a drag-and-drop operation.
Tip
Click the undo
icon to undo an action. Click the redo 
icon redo a previously undone action.