Page 35 - GC_Proj_Plan_Participant_GuideSDL

selected items left or right” entry field. Checking the box in the top row of the grid
acts as a toggle to select or unselect all rows in the grid.
Revise Future Assignments
When reforecasting a project, the Project Manager may simply adjust hours
and/or Labor Categories to ensure the project can be completed. It is important
to only adjust the hours or Labor Categories for the future periods as actuals will
always replace prior assignments, so there is little need to update past
assignments. Reports offer the criteria option to show hours through a specific
date and then remaining assignments. In the case that additional resources need
to be assigned for future work on a project with existing assignments, Unanet
recommends using the People Assignments > Assign with Grid feature to identify
and select the available necessary resources and create their assignments.

Demo 3.2 – Review Project Reforecasting Methods
Explore the different methods available for modifying existing project
assignments.

Demo Steps

1. Revise future project assignments by editing future periods.
2. Swap users on project assignments.
3. Shift project assignments to the right into future time periods.
4. Correct the appearance of grayed-out grids by ensuring the time
increments selected in the search criteria match the original increments
used to create the grid.

Activity 3.3 – Revise a Future People Assignment
Burton Guster will start working 20% of his time per period on all his
billable projects for the next three months. Gus, as the Resource
Assigner, needs to identify all the affected projects in that period and
make the necessary adjustments to existing People Assignments. Log
in as Gus Lead (glead/welcome).

LESSON 3: EVALUATING PROJECT PERFORMANCE
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