End a Workforce Assignment
Objective
To end a workforce assignment.
Background
Workforce assignments allow you to manage your workforce by assigning resources to projects. You can end a workforce assignment, updating the end date to the day you take this action.
Things to Consider
Steps
You can end workforce assignments from three (3) places in Workforce Planning:
End a Workforce Assignment from the Assignments List
- Navigate to the Company level Workforce 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 Workforce 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. - Programme. Move the toggle to the ON position to programme the alert to be sent in the future.
Note: You can edit or send the programmed alert at a later time. See Manage Programmed 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 a Workforce Assignment from Assignments Boards
- Navigate to the Company level Workforce 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 Workforce 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 Gantticon.
- 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 Workforce 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. - Programme. Move the toggle to the ON position to programme the alert to be sent in the future.
Note: You can edit or send the programmed alert at a later time. See Manage Programmed 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 a Workforce Assignment from the Assignments Gantt
- Navigate to the Company level Workforce Planning tool.
- Click Assignments and select Gantt.
- Select the Project Assignment Bar beside the person whose assignment you wish to change.
- Click the coloured 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 Workforce 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. - Programme. Move the toggle to the ON position to programme the alert to be sent in the future.
Note: You can edit or send the programmed alert at a later time. See Manage Programmed 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.