Managing assignments requires View-Edit permissions.

If you have edit permissions, you can edit an assignment’s hours/day, total hours, dates, notes, person or placeholder the time is assigned to, or number of repeated weeks. You can also copy, delete, or split an assignment.

  1. Head to the Schedule. You’re dropped into Projects View, but can also click the Team button to see Team View.

  2. If in Projects View, click on a project name to expand it. If in Team View, click on a person’s name to expand their schedule.

  3. Then click on the assignment you need to update.

  4. The Assignment Form will appear. Make edits to the hrs/day, total hours, dates, notes, person or placeholder the time is assigned to, or number of repeated weeks. 

  5. Click Update to save your changes. 

Note: When editing a repeated assignment, you’ll confirm to edit Just This One or This and All Future assignments in the series. Editing Just This One will remove the assignment from the existing series. Editing This and All Future will affect all remaining repeated assignments in the series, creating a new series.

Copying Assignments to Another Team Member

Follow steps 1–3 above, then:

assignments

  1. Click the Copy Assignment icon in the lower-right section of the window. 
  2. Select the person or placeholder you’d like to copy the assignment to.
  3. Click Create Copy.

Note: When copying a repeated assignment, you’ll confirm to copy Just This One or This and All Future assignments in the series. Copying This and All Future will copy over all remaining repeated assignments in the series to the chosen team member or placeholder.

Deleting Assignments

Deleting is permanent and cannot be undone. To delete an assignments, follow steps 1–3 for Editing Assignments, then:

  1. Click the Delete link in the lower-right corner.

Note: You cannot archive an assignment. Also, when deleting a repeat assignment, you’ll confirm to delete Just This One or This and All Future assignments in the series. Deleting Just This One will remove the assignment from the existing series. Deleting This and All Future weeks will remove all remaining repeat assignments in the series too. 

Splitting Assignments

Splitting allows you to cut one time assignment into two. Then you can move either part to rearrange your schedule. All hours/day remain intact in both halves of the split. To split an assignments, follow steps 1–2 for Editing Assignments, then:

split assignment

  1. Hover over the thin line that appears between days on the assignment you’d like to split. Split arrows will appear. Click to split.

  2. A confirmation box will appear. Click YesSplit Assignment

Note: Splitting cannot be undone. However, you can place two assignments side by side and they’ll work just like one assignment. Also, splitting a repeat assignment will remove it from the existing series.